Peter E Danese
Financial advisor at Private Advisor Group, LLC
Last updated 2026-10-10
Claim your profilePeter E Danese is a financial advisor at Private Advisor Group, LLC, CRD 4206171. Licenses and exams on the registration: Series 66. IAPD registration began 2003-01-27.
Registration
- CRD number
- 4206171
- Registration status
- Active
- IAPD registration
- 2003-01-27
- Industry Experience
- 23 years
- Work Experience
- 15 years
- States registered
- FL, PA
Licenses and exams
- Series 66
Work history
- 2011-05 to Present · Lpl Financial LLC · Newtown, PA
- 2011-05 to Present · Private Advisor Group, LLC · Newtown, PA
Current employment
- Private Advisor Group, LLC · Morristown, NJ
Private Advisor Group, LLC
- Regulatory AUM
- $57,703,120,793
- Registered advisors
- 927
- Offices
- 702
- Clients per advisor
- 183.6 (High)
- Average AUM per client
- $339K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Private Advisor Group, LLC: advisors, services and reported ETF investments
About
Peter E Danese is a financial advisor at Private Advisor Group, LLC. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 15 years of reported work history.
Private Advisor Group, LLC's firm-level Form ADV reports 927 advisors across 702 offices; approximately 183.6 clients per advisor, average assets per client of $339,019, and regulatory AUM of $57.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $15.1B across 1,086 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Peter E Danese personally.
Reported ETF positions
Private Advisor Group reports 1,086 ETF positions worth $15.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $523.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $427.5M |
| SPY — SPDR S&P 500 ETF TRUST | $412.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $368.4M |
| QQQM — Invesco NASDAQ 100 ETF | $333.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $288.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $80.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $19.8M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $54.1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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