PRIVATE CLIENT ADVISOR GROUP, LLC
CRD #330038 SEC #801-134899 PALM CITY, FL 516-241-3934
SEC Registered
Total AUM
$110.2M
Discretionary
$110.2M
Employees
5
Clients
26
Accounts
340
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STRATTON, MARK, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| STRATTON, MARK, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (8)
FL KS MO NE NY OK TX UT
Address
901 SW MARTIN DOWNS BLVD., SUITE 200 DPALM CITY, FL 34990
United States
Phone: 516-241-3934