Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
41yrs
Mark Levy
Financial advisor at Private Advisor Group
Mark Levy has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Morristown, New Jersey. Mark has been with Private Advisor Group since 2026; before that, Mark spent three years at Mariner Advisor Network and six years at Legacy Wealth Planning. Private Advisor Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience at Private Advisor Group
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?1 state
Services through Private Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowPrivate Advisor Group, LLCCurrent firm
- 2023 – 2026Mariner Advisor NetworkPreviously
- 2017 – 2023Legacy Wealth Planning, LLCPreviously
- 1997 – 2006RBC Capital Markets, LLCPreviously
Contact Mark
(973) 538-7010Private Advisor Group main office 305 Madison AvenueMorristown, NJ 07960Office · Get directions YouTube channelPrivate Advisor Group
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Private Advisor Group at (973) 538-7010 and ask for Mark Levy. Mark works from the Morristown, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1985, about 41 years. Top 2% by experience at Private Advisor Group.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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