Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
37yrs
Hal Guy is a fiduciary financial advisor in Morristown, New Jersey, with 37 years in the industry. After 11 years at Osaic Fa, Hal joined Private Advisor Group in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Hal’s designations include CFP® and ChFC.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% 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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowPrivate Advisor Group, LLCCurrent firm
- 2001 – 2012Osaic Fa, Inc.Previously
Contact Hal
(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 Hal
Tailored to Hal’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 Hal
How do I contact Hal?
Call Private Advisor Group at (973) 538-7010 and ask for Hal Guy. Hal works from the Morristown, NJ office.
How long has Hal been a financial advisor?
Hal has been in the industry since 1989, about 37 years. Top 6% by experience at Private Advisor Group.
What licenses does Hal hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Hal a fiduciary?
Hal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hal paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Hal 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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