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 with ownership tied to both a domestic corporate entity and an individual. Publicly available snapshot data classifies the firm as unclassified and provides minimal detail about its business lines or client segments. The available record indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor is it recorded as a pension consultant or a related adviser. Filings and disclosures on business activities, advisory services, fee schedules and client types are not provided in the source material.
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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