Chad
Mast

Private Advisor Group, LLC

CRD#5867003
Investment Advisor
in Schererville, IN

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About this Advisor

Chad Mast is a certified financial planner located in Schererville, Indiana. Currently a registered advisor at Private Advisor Group, LLC, they have accrued 10 years of work experience in the financial advisory industry. Mast maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Mast can advise investors in Indiana and Texas. Mast has gained experience at Harvest Financial Planning LLC, Messenger International, Lpl Financial LLC, Independent Financial Partners and Private Advisor Group, LLC. Private Advisor Group, LLC is located in Schererville, Indiana, and operates out of 256 additional offices in the United States. As a company, Private Advisor Group, LLC manages $19 billion in assets throughout 81,355 accounts and employs more than 680 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 81,278 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Private Advisor Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Disclosures

No

Office Location

930 West U.S. Hwy 30
Schererville, IN 46375

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Private Advisor Group, LLC Brokerage Details

Total Assets Under Management

$19,398,811,834

IN Average: $10,121,009,343
Total Number of Employees

680

IN Average: 92
Total Number of Accounts

81,355

IN Average: 6,978
Average Account Size

$238,446

IN Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Chad Mast Work History

Chad has 11 years of experience.

2018 - Present (2 years)

Private Advisor Group, LLC

2012 - Present (8 years)

Lpl Financial LLC

2012 - Present (8 years)

Harvest Financial Planning LLC

2013 - 2018 (5 years)

Independent Financial Partners

2010 - 2012 (2 years)

Harvest Financial Planning LLC

2009 - 2010 (1 year)

Messenger International

Disclosures

Chad Mast has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Private Advisor Group, LLC

William Mcneer Iii
Winston Salem, NC
Vernon Cunningham
Annapolis, MD
Sara Botkin
Canonsburg, PA
Anne Sullivan
Morristown, NJ
Vincent Nauheimer
Fairfield, NJ
Nathan Stevens
Syracuse, NY
Stephen Greene
Morristown, NJ
Janet Horowitz
Phoenix, AZ

This content was compiled from the SEC and FINRA.

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