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Charles Forte

Private Advisor Group, LLC

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About Charles Forte

Charles Forte Jr. is an Investment Advisor Representative at Private Advisor Group, LLC. Charles Forte Jr. is licensed to provide investment advice in New York. Charles Forte Jr. has passed the Series 63, Series 65, Series 7TO, and SIE exams. Charles Forte Jr. has been in the industry since 2023 and has 2 state exam registrations and 2 product exams. Charles Forte Jr. has over 100,000 clients with over 35 billion dollars in assets under management.

Firm Information

Charles Forte is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Charles Forte’s Registration & Firm History

NJ

07/21/2023 - Present

Private Advisor Group, LLC (MORRISTOWN NJ)

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Licenses & Designations

BC

Issued 06/20/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Forte.
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