Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
32yrs
Daniel Ott is a fiduciary financial advisor in Morristown, New Jersey, with 32 years in the industry. Daniel joined Private Advisor Group in 2026, after ten years at Mariner Advisor Network and less than a year at Strategic Wealth Advisors Group. 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
Experience32 years (since 1995)
How that compares ?Top 14% by experience nationwide
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
- Aug 2026 – nowPrivate Advisor Group, LLCCurrent firm
- 2016 – 2026Mariner Advisor NetworkPreviously
- May 2016 – Jul 2016Strategic Wealth Advisors GroupPreviously
- 2007 – 2016Cetera Advisors LLCPreviously
- 2004 – 2007Legacy Advisory Services, Inc.Previously
Contact Daniel
(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 Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Private Advisor Group at (973) 538-7010 and ask for Daniel Ott. Daniel works from the Morristown, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 32 years. Top 14% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel 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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