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Gary Prince

Investment adviser representative at Private Client Group Asset Management
11 yearsExperience
1 stateRegistered in
$143.1MFirm assets
4 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Cetera Investment Advisers LLCAug 2025 to now
  2. Private Client Group Asset ManagementFeb 2025 to now
  3. Cetera Advisors LLCFeb 2025 to now
  4. Peapack Private Wealth ManagementNov 2022 to Jan 2025
  5. Brown Brothers HarrimanOct 2020 to Oct 2022
  6. UnemployedJan 2015 to Oct 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

Private Client Group Asset Management

Legal name: Pcg Asset Management, LLC

$143.1MAssets managed
109Clients
4Advisers
4 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
6991085
Firm CRD
148208
Advisor's SEC record (opens in a new tab)
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