Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
26yrs
Peter Danese has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Morristown, New Jersey. After eight years at Merrill, Peter joined Private Advisor Group in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Private Advisor Group reports being 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
Experience26 years (since 2000)
How that compares ?Top 25% 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.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowPrivate Advisor Group, LLCCurrent firm
- 2003 – 2011MerrillPreviously
Contact Peter
(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 Peter
Tailored to Peter’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 Peter
How do I contact Peter?
Call Private Advisor Group at (973) 538-7010 and ask for Peter Danese. Peter works from the Morristown, NJ office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Peter 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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