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Robert Richard Samara

Investment adviser representative at Private Advisor Group, LLC
14 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

14 years in the industry.

  1. Private Advisor Group, LLCMar 2024 to now
  2. Madison Wealth PlannersJun 2021 to now
  3. LPL Financial LLCAug 2015 to now
  4. PsegJun 2019 to Aug 2019
  5. Rowan UniversitySep 2017 to May 2021
  6. Madison High SchoolSep 2014 to Jun 2017
  7. Morris County Golf ClubJun 2012 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

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
6546880
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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