Donald
Link

Private Portfolio Partners, LLC

CRD#4158860
Investment Advisor
in Florham Park, NJ

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About this Advisor

Donald Link is a financial advisor based out of Florham Park, New Jersey who has 8 years of industry experience. Link is an employee of Private Portfolio Partners, LLC. During their career, Link has held roles at Fidelity Brokerage Services, Lpl Financial, LLC, Private Portfolio Partners, LLC and Strategic Advisers, Inc. Link maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in New Jersey and Texas. Private Portfolio Partners, LLC is a financial advisory business based in Paramus, NJ. It has offices in 15 locations and a total of 28 employees. It has $825 million in total assets between its 2,643 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 2,643 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Private Portfolio Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on which services are offered. However, fee types billed by Private Portfolio Partners, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30 Columbia Turnpike Suite 101
Florham Park, NJ 07932

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Private Portfolio Partners, LLC Brokerage Details

Total Assets Under Management

$825,250,610

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

28

NJ Average: 92
Total Number of Accounts

2,643

NJ Average: 6,978
Average Account Size

$312,240

NJ Average: $1,450,417

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
  • Other

Donald Link Work History

Donald has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Private Portfolio Partners, LLC

2003 - 2015 (12 years)

Fidelity Brokerage Services

2003 - 2015 (12 years)

Strategic Advisers, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Link to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Private Portfolio Partners, LLC

Ralph Franzese
Paramus, NJ
Kevin Sincavage
Paramus, NJ
George Jenkins
Paramus, NJ
Anindita Dhar
Holmdel, NJ
Kurt Schroeder
Hackettstown, NJ
James Leong
Florham Park, NJ
Michael Poggi
Paramus, NJ
Paul Jetter
Holmdel, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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