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Michael Juergen Bock

Investment adviser representative at Private Advisor Group, LLC
12 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

12 years in the industry.

  1. LPL FinancialJul 2024 to now
  2. Private Advisor Group, LLCMay 2024 to now
  3. AflacJul 2023 to now
  4. Alexandria TechnologyJul 2021 to Feb 2022
  5. TIAAJun 2014 to May 2024
  6. TIAA-CREF Individual & Institutional Services, LLCJun 2014 to May 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
4077624
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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