Daniel J Confreda
Investment adviser representative at Private Advisor Group, LLC
11 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
11 years in the industry.
- Private Advisor Group, LLCMay 2023 to now
- LPL Financial LLCApr 2022 to now
- Pricewaterhousecoopers LLPJul 2020 to Apr 2022
- DoordashMar 2020 to Jul 2020
- Morgan StanleyMar 2019 to Jan 2020
- Marist College AdmissionsSep 2016 to Mar 2019
- Marist CollegeAug 2016 to May 2020
- Garen & Company LLCJun 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7088329
- Firm CRD
- 155216