SourcingSourcing

PRIVATE ADVISOR NETWORK, LLC

C38
CRD 299133·SEC 801-114371·MORRISTOWN, NJ
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIVATE ADVISOR NETWORK, LLC
CRD
299133
SEC file #
801-114371
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
MORRISTOWN NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAG HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
PAG HOLDINGS, LLC
SULLIVAN, PATRICK, JAMES
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
433,390,000
Fdic Zip Branch Count
9
Fdic Zip Top Banks
Red Oak Bank
Union Center National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Red Oak BankHanover Township, NJ
Red Oak BankHanover Township, NJ
Fdic Zip HHI
5395.64
Fdic Zip Top Bank Share Pct
64.06
Fdic Zip Year
2007
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
SULLIVAN, PATRICK, JAMES
Executive Officer · 2.5%
2401130