Charles Richard Kedra
Investment adviser representative at Private Advisor Group, LLC
38 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Private Advisor Group, LLCJan 2018 to now
- LPL Financial LLCJan 2018 to now
- Minnesota Life Insurance CompanyMar 2004 to now
- Charles Kedra, CpaJan 1988 to now
- Crc Holdings LLPAug 2005 to Mar 2018
- Legacy PlanningMar 2004 to Jan 2018
- Securian Financial Services IncMar 2004 to Jan 2018
- Tegler & MachenryJan 2003 to Jan 2018
- Pa Piton's BrokerageJan 2003 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2264130
- Firm CRD
- 155216