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Gregory Ryan Colasurdo

Investment adviser representative at Private Advisor Group, LLC
25 yearsExperience
1 stateRegistered 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

25 years in the industry.

  1. Private Advisor Group, LLCAug 2025 to now
  2. LPL Financial LLCJun 2025 to now
  3. Deborah Primeau Tax ServiceJan 2012 to now
  4. LPL Financial LLCDec 2020 to Feb 2024
  5. Pruco Securities LLCJan 2019 to Feb 2019
  6. Hd Vest Financial ServicesJun 2014 to Sep 2017
  7. IbmMar 2001 to Mar 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
6363169
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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