Brian David Testino
Investment adviser representative at Private Advisor Group, LLC
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$57.7BFirm assets
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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
22 years in the industry.
- Private Advisor Group, LLCMay 2023 to now
- LPL Financial LLCMay 2023 to now
- North Hudson Regional Fire & RescueOct 2004 to now
- Ifp Securities, LLCAug 2019 to May 2023
- Independent Financial PartnersAug 2019 to May 2023
- LPL Financial LLCAug 2016 to Aug 2019
- Donna's PizzeriaJun 2014 to Apr 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3020260
- Firm CRD
- 155216