Advisor at Private Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Advisor Group, LLC
Location
Pottstown, PA 19464
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Samuel Varano is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked at Diversified Lifelong Advisors, RZ Wealth, Areté Partners, and Pitcairn Trust Company. He operates under the business name Cypress Wealth Partners, LLC through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs and strategies.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
192 S Hanover St, Suite 101
Pottstown, PA 19464
Pennsylvania
Private Advisor Group, LLC
2023 - Present (3 years)
Diversified, LLC. DBA Diversified Lifelong Advisors
2021 - 2023 (2 years)
Rosenzweig & Associates DBA RZ Wealth
2018 - 2021 (3 years)
Areté Partners, LLC
2017 - 2018 (1 year)
Pitcairn Trust Company
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFP®, Series 63, Series 65
Malvern, PA
Copper Beech Advisors, LLC
Series 66
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New Wave Financial LLC
Series 63, Series 65
Birdsboro, PA
Paul Fair Associates, LLC
CFP®, Series 63
Morgantown, PA
Elliker Financial
CFA®, Series 63, Series 65
Phoenixville, PA
Clothier Springs Capital Management, LLC
Series 63, Series 65
Pottstown, PA
First Financial Security, LLC
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