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 is recorded as SEC-registered in 2020. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the dataset is "Unclassified," and the available fields indicate it is not serving as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The record also marks the firm as not being a multi-state adviser and not a newly formed adviser. The dataset does not include descriptions of the firm's advisory activities, fee arrangements, client segments, or investment strategy. Because those fields are blank in the record, there is no public information here about the markets, asset types, or client services PAG Financial emphasizes.
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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