Daniel Matthew Johnson
Investment adviser representative at Private Advisor Group, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Private Advisor Group, LLCJan 2026 to now
- LPL FinancialJan 2026 to now
- UnemployedFeb 2025 to Jan 2026
- Osaic Wealth Inc.Jul 2022 to Feb 2025
- Sagepoint Financial, Inc.Jul 2022 to Sep 2023
- LPL FinancialNov 2007 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 3257006
- Firm CRD
- 155216