Stephen Albert Vollmer
Investment adviser representative at Private Advisor Group, LLC
13 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
13 years in the industry.
- Private Advisor Group, LLCMay 2026 to now
- Broadway Graham Wealth PartnersOct 2025 to now
- LPL FinancialOct 2025 to now
- Unemployment/ TravelApr 2025 to Oct 2025
- Ernst & Young LLPJul 2017 to Apr 2025
- UnemploymentMay 2017 to Jul 2017
- University of Illinois - Urbana-champaignAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8183261
- Firm CRD
- 155216