PAG Financial, LLC
Firm details
- Headquarters
- Morristown, New Jersey
- CRD number
- 307279
- Registered since
- October 29, 2020
- Website
- www.privateadvisorgroup.com
Firm profile
FINTRXOverview
PAG Financial, LLC is organized as a limited liability company and has been registered with the SEC since 2020. Public data classifies the firm as "Unclassified" and identifies its ownership as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—client mix, fee schedule, business activities and advisory offerings—are not provided in the available records.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Adam Schorr
Chief Financial OfficerCRD 5251324

James Perhacs
Managing Director, Chief Operating OfficerCRD 4285685
Contacts
3 of 5
Sean Sullivan
Legal CounselCRD 6017105

Patrick Sullivan
Managing DirectorCRD 2401130

John Hyland
Co-FounderCRD 2098253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Morristown, NJ
Morris
Location
Morristown, NJ
Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 305 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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