Dana Lynne Mosk
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm assets
Are you Dana Lynne Mosk? Claim your profile
Contact this firm
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
14 years in the industry.
- LPL Financial LLCFeb 2015 to now
- Private Advisor Group, LLCJan 2015 to now
- Philly Kidz After School Enrichment ProgramDec 2013 to Apr 2019
- Substitute Teacher ServicesOct 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6406793
- Firm CRD
- 155216