Private Advisor Group

Private Advisor Group has named Adam Schorr as chief financial officer.
Apr 6, 2023

Private Advisor Group expands finance team with new CFO

Adam Schorr comes to the Morristown-based wealth management firm after more than 16 years at LPL Financial.

Frank Smith
Oct 20, 2022

Private Advisor Group to take next step in succession plan

The Morristown-based wealth management firm announced a timeline for its leadership transition, with current CEO Robert "R.J." Moore handing over the reins to President Frank Smith in mid-January.

Handshake
Apr 27, 2022

Smith promoted to president of Private Advisor Group

Frank Smith joined the Morristown company in January 2021 as head of Advisor Growth. The move is part of the firm’s succession plan.