Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
21yrs
Joseph Barbara
Financial advisor at Private Advisor Group
Based in Morristown, New Jersey, Joseph Barbara is a fiduciary financial advisor with 21 years of industry experience. Joseph has been with Private Advisor Group since 2013; before that, Joseph spent eight years at UBS Financial Services. 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
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors 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 ?2 states
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
- 2013 – nowPrivate Advisor Group, LLCCurrent firm
- 2005 – 2013UBS Financial Services Inc.Previously
Contact Joseph
(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 Joseph
Tailored to Joseph’s registration and firm.
- 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 Joseph
How do I contact Joseph?
Call Private Advisor Group at (973) 538-7010 and ask for Joseph Barbara. Joseph works from the Morristown, NJ office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Joseph 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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