AK
Adron D. Krekeler
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CRD#: 2506934
AK
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adron Daniel Krekeler, AIF®, who also goes by Adron D Krekeler, was a registered financial professional .
Adron is a previously registered financial professional and started their career in finance in 1994. Adron had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 52, Series 62, Series 22, Series 6, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Adron D Krekeler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 12/21/2015 * 633 S. Washington St. LLC * Real Estate Rental * NOT INV REL * 663 S. Washington St. Alexandria, Va. 22314 * START 04/01/2015 * 4 HRS/MO; 1 HR/MO DURING SECS TRDG HRS. 2. 11/12/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2018 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/12/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/30/2019 - Thrive Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/13/2010 - 150 Hours Per Month/110 Hours During Securities Trading. 4. 5/30/2019 - Private Advisor Group - DBA: (Hybrid) Thrive Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2018 - 150 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/30/2019. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 8/10/2020 - Thrive Wealth Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/18/2020 - 5 Hours Per Month During Securities Trading.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Past
October 31, 2018 - January 3, 2023
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Alexandria, VA
Past
June 3, 2010 - December 11, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
ALEXANDRIA, VA
Past
May 13, 2010 - December 31, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
ALEXANDRIA, VA
Past
June 8, 2007 - May 12, 2010
MICG INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 104028
ALEXANDRIA, VA
Past
June 8, 2007 - May 12, 2010
MICG INVESTMENT MANAGEMENT, LLC
BD
CRD#: 104028
ALEXANDRIA, VA
Past
April 2, 2007 - June 12, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
ALEXANDRIA, VA
Past
April 2, 2007 - June 12, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
ALEXANDRIA, VA
Past
March 30, 2000 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
ALEXANDRIA, VA
Past
October 22, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
ALEXANDRIA, VA
Past
July 21, 1994 - October 13, 1999
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PRIVATE ADVISOR GROUP, LLC
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CRD#: 155216 / SEC#: 801-72060
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/10/1997
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PA
PRIVATE ADVISOR GROUP, LLC
1406 FINANCIAL | DIAMOND FINANCIAL GROUP | DFS ASSOCIATES INC. | DEROSIER AND ASSOCIATES | DEMPSEY & DRUMM | DELISANTI WEALTH MANAGEMENT | DEHAAN LINDSEY WEALTH MANAGEMENT | DCA FINANCIAL GROUP | DAVID M. CROOKS AND ASSOCIATES, LLC | DANIEL M ROSENTHAL FINANCIAL CONSULTANT | D.M. WALLACE & CO. | CYPRESS WEALTH PARTNERS, LLC | CUNNINGHAM WEALTH MANAGEMENT | CROSSROADS FINANCIAL | CRNA FINANCIAL PLANNING | CRESTWOOD FINANCIAL PARTNERS | CRESTWELL FINANCIAL PARTNERS | COX WEALTH MANAGEMENT | COVENANT FINANCIAL STRATEGIES INC. | COTTON WEALTH MANAGEMENT ASSOCIATES, LLC | CORTBURG RETIREMENT PLANNING | CORTBURG RETIREMENT ADVISORS, INC. | CORRIDOR FINANCIAL PLANNER | CORNERSTONE FINANCIAL | CORETEGIC CAPITAL | COPPOLA WEALTH MANAGEMENT | COPIA WEALTH ADVISORS | CONNECTIONS FINANCIAL ADVISORS | CONNECTICUT CASUALTY WEALTH PARTNERS | COMPREHENSIVE WEALTH MANAGEMENT INC | COMPREHENSIVE WEALTH MANAGEMENT GROUP | COMPREHENSIVE FINANCIAL PROFESSIONALS, INC. | COMPASS INVESTMENT ADVISORS LLC | COMPASS FINANCIAL GROUP, INC. | COMPASS CAPITAL MANAGEMENT | COMMONWEALTH PENSION MANAGEMENT, LLC | COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC | COLTS NECK FINANCIAL | CODREA FINANCIAL SERVICES | CLINTON WEALTH MANAGEMENT LLC | CLIENT FIRST.FINANCIAL ADVICE | CLIENT FIRST FINANCIAL ADVICE | CLEARVIEW INVESTMENT PARTNERS | CLEARPOINT ADVISORS, LLC | CLEARPATH FINANCIAL PARTNERS | CLEAR SKIES FINANCIAL | CKW WEALTH ADVISORS, LLC | CISSNE WEALTH MANAGEMENT | CHOICEPOINT FINANCIAL LLC | CHOICE POINT ADVISORS, LLC | CHADWICK BAY FINANCIAL SERVICES | CE FINANCIAL | CBC FINANCIAL ADVISORS | CAVAN WEALTH MANAGEMENT, LLC | CARTER SHEVLIN FINANCIAL | CARR FINANCIAL GROUP | CARDINAL WEALTH PARTNERS | CARDINAL WEALTH GROUP | CAPWEALTH | CAPSTONE WEALTH MANAGEMENT, LLC | CAPRIOTTI & COMPANY | CAPITAL WEALTH COUNSEL | CAPITAL PLANNING WEALTH MANAGEMENT | CANOGA WEALTH MANAGEMENT, LLC | CAFOUREK FINANCIAL SERVICES | CAFOUREK AND ASSOC. | CADIA PRIVATE CLIENT | BYAS WEALTH MANAGEMENT | BUTLER FINANCIAL GROUP | BUTERA WEALTH MANAGEMENT LLC | BROOKWOOD ADVISORS | BROADWAY GRAHAM WEALTH PARTNERS | BRIGHTWORKS WEALTH MANAGEMENT | BRIGHTSIDE ADVISORS | BRIAN WETTLAUFER INVESTMENT MANAGEMENT INC | BRIAN WETTLAUFER INVESTMENT ADVICE | BRENTON STRANSKY WEALTH MANAGEMENT | BREAKWATER WEALTH MANAGEMENT | BRANDYWINE WEALTH MANAGEMENT | BOTKIN FAMILY WEALTH MANAGEMENT | BOOKMARK ADVISORS | BONNIE CAPITAL | BOHALL FINANCIAL GROUP | BLUE WATER FINANCIAL LLC | BLUE SPARROW GROUP | BLEAKLEY FINANCIAL GROUP | BLEAKLEY ADVISORY GROUP | BLEAKLEY WEALTH MANAGEMENT | BLEAKLEY WEALTH ADVISORS | BLACKSTONE VALLEY WEALTH MANAGEMENT, LLC | BLACK DIAMOND FINANCIAL GROUP, LLC | BINGHAMTON FINANCIAL GROUP | BIG TREE INVESTMENT GROUP | BG WEALTH MANAGEMENT | BERKSHIRE RETIREMENT STRATEGIES | BECKER FINANCIAL ADVISORS | BECK BODE WEALTH MANAGEMENT | BEASLEY WEALTH MANAGEMENT | BD & ASSOCIATES | BCG FINANCIAL SERVICES LTD | BAYVIEW FINANCIAL GROUP | BATTAGLINI & CO., PC | BARBER FINANCIAL MANAGEMENT, LLC | BALLAST FINANCIAL, LLC | BADGER FINANCIAL GROUP | B. JOHNSON & ASSOC., LTD. | AWA INVESTMENT ADVISORS | AUDENT GLOBAL ASSET MANAGEMENT | AUDENT FAMILY WEALTH ADVISORS LLC | ATTLEBORO WEALTH MANAGEMENT | ATLAS WEALTH STRATEGIES | ATLANTIC WEALTH LLC | ASCENT WEALTH MANAGEMENT | ARTEMIS WEALTH ADVISORS | ARONOV WEALTH MANAGEMENT | ARISTON ADVISORY GROUP, LLC | ARETI FINANCIAL, INC | ARCURI ASSOCIATES WEALTH MANAGEMENT | ARCURI & ASSOCIATES | APEX FINANCIAL PLANNING | APD WEALTH MANAGEMENT, LLC | ANTOINE WILLIAMS & ASSOCIATES FINANCIAL SERVICES | ANGELO & ASSOCIATES FINANCIAL PLANNING GROUP | ANDERSON SCHWARZ FINANCIAL LTD | ANDERSON FINANCIAL LTD | ANCHOR FINANCIAL ASSOCIATES, LLC | AMERICAN FINANCIAL MANAGEMENT GROUP | ALPERT FINANCIAL | ALNA FINANCIAL GROUP LLC | ALLEGIANCE FINANCIAL GROUP | ALBANY FINANCIAL GROUP | AK FINANCIAL GROUP | AGING ISSUES MANAGEMENT | AGING ISSUES INFO | ADVANTAGE INVESTMENT ADVISORS | ADVANTAGE FINANCIAL GROUP | ADVANCED WEALTH ADVISORY, LLC | ACUMEN WEALTH ADVISORS | ABM FINANCIAL LLC | ABILITY WEALTH GROUP, LLC | A&C MANAGEMENT GROUP | 54 FINANCIAL GROUP | 435 FINANCIAL | 20/20 FINANCIAL...
CRD#: 155216 / SEC#: 801-72060
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
305 Madison Avenue, Morristown, NJ 07960
Mailing Address
305 Madison Avenue Po Box 1820, Morristown, NJ 07962
Phone number
(973) 538-7010
Established
Firm type
Fiscal year end
# of Employees
746
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 137,723 |
| AUM (Assets Under Management) | $ 41,370,460,253 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
