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Who to Contact

Who to Contact

30.12.2020
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Who to Contact
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Accounting & Advisor Compensation

Accounting
Pamela Luteran
973-828-3691
pamela.luteran@privateadvisorgroup.com

Accounts Payable-Vendor Invoices
Felicia Allen-Collazo
973-867-1327
felicia.allencollazo@privateadvisorgroup.com

Accounting Mailbox

accounting@privateadvisorgroup.com

Advisor Compensation Documents
(1099, Direct Deposit, Etc.)
Petra Barone
973-867-1382
petra.barone@privateadvisorgroup.com

Felicia Allen-Collazo
973-867-1327
felicia.allencollazo@privateadvisorgroup.com

Advisor Compensation Payouts
Petra Barone
973-867-1382
petra.barone@privateadvisorgroup.com

Felicia Allen-Collazo
973-867-1327
felicia.allencollazo@privateadvisorgroup.com

Custodian Billing
(Fidelity, Pershing, Schwab, TD, Ameritrade)
Jennifer Scheer
973-867-1344
jennifer.scheer@privateadvisorgroup.com

Allyson Stavrou
973-867-1388
allyson.stavrou@privateadvisorgroup.com

PAG Billing

PAGBilling@privateadvisorgroup.com

LPL Compensation / Commission Issues
LPL Commissions
800.877.7210*
compensation.service@lpl.com

Nicolas Carrion
973-936-1984
nicolas.carrion@privateadvisorgroup.com

Petra …

Contact Us

4.03.2014
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Contact Us Quick Reference

Executive Team

Petra Barone
Managing Director, Head of Finance

973-867-1382 direct
petra.barone@privateadvisorgroup.com

Jim Hooks
Managing Director, Chief Compliance Officer

973-538-7113 direct
jim.hooks@privateadvisorgroup.com

John Hyland
Managing Director – Strategic Partner Relations

973-538-1010 direct
john.hyland@privateadvisorgroup.com

RJ Moore
Managing Director, Executive Chair

862-702-2961 direct
rj.moore@privateadvisorgroup.com

Jim Perhacs
Managing Director, Chief Operating Officer

973-540-8822 direct
james.perhacs@privateadvisorgroup.com

Adam Schorr
Chief Financial Officer

973-867-1348 direct
adam.schorr@privateadvisorgroup.com

Frank Smith
Managing Director, Chief Executive Officer

973-936-1799 direct
frank.smith@privateadvisorgroup.com

James Sullivan
Managing Director, Advisor …