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RIA / WealthAdvisorCertified Financial Planner20 years in industry

SAMUEL PETER VARANO

Advisor at PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ | Pottstown, PA

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Search this name across graphsid dfx:ria:71f1ed19-ce8d-6654-0df2-63e02555186a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 24, 2006
First registration: Feb 28, 2006
Dual registered: no
IAPD individual key: 4747790

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Apr 20, 2023	n/a	yes	Pottstown, PA\|MORRISTOWN, NJ	Current employment
DIVERSIFIED, LLC	Former SEC adviser	Jan 5, 2021	Apr 6, 2023	no	WILMINGTON, DE\|Wayne, PA	Previous registration
RZ WEALTH	Former SEC adviser	Apr 24, 2018	Jan 5, 2021	no	WAYNE, PA	Previous registration
ARETÉ	n/a	Apr 4, 2017	Apr 20, 2018	no	HUTCHINSON ISLAND, FL	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Sep 30, 2013	Apr 10, 2014	no	NORTH WALES, PA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Apr 9, 2012	Mar 18, 2013	no	RADNOR, PA	Previous registration
WEBSTERROGERS FINANCIAL ADVISORS, LLC	Independent wealth	Apr 12, 2010	Nov 7, 2011	no	FLORENCE, SC	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 4, 2010	Mar 12, 2010	no	MT. PLEASANT, SC	Previous registration
HIRTLE & CO., LLC	Other adviser	Aug 3, 2006	Sep 1, 2009	no	WEST CONSHOHOCKEN, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 28, 2006	Jul 20, 2006	no	LANCASTER, PA\|LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIVERSIFIED, LLC	PRIVATE ADVISOR GROUP, LLC	Apr 6, 2023	Apr 20, 2023	14	Firm change	RIA to ibd
RZ WEALTH	DIVERSIFIED, LLC	Jan 5, 2021	Jan 5, 2021	0	Firm change	RIA to RIA
ARETÉ	RZ WEALTH	Apr 20, 2018	Apr 24, 2018	4	Firm change	Other
UNITED CAPITAL FINANCIAL ADVISORS	ARETÉ	Apr 10, 2014	Apr 4, 2017	1,090	Firm change after gap	Other
MERCER GLOBAL ADVISORS INC.	UNITED CAPITAL FINANCIAL ADVISORS	Mar 18, 2013	Sep 30, 2013	196	Firm change	Other
WEBSTERROGERS FINANCIAL ADVISORS, LLC	MERCER GLOBAL ADVISORS INC.	Nov 7, 2011	Apr 9, 2012	154	Firm change	Other
NEXT FINANCIAL GROUP, INC.	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Mar 12, 2010	Apr 12, 2010	31	Firm change	Other
HIRTLE & CO., LLC	NEXT FINANCIAL GROUP, INC.	Sep 1, 2009	Feb 4, 2010	156	Firm change	Other
EQUITABLE ADVISORS, LLC	HIRTLE & CO., LLC	Jul 20, 2006	Aug 3, 2006	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172573:123859:PA:2021-01-05	Jan 5, 2021	Jan 5, 2021	WAYNE, PA	Firm change

Relationships

Registered with (10)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Apr 20, 2023 to presentfactForm ADV
→ DIVERSIFIED, LLCRegistered adviserregistration: previous registration
Jan 5, 2021 to Apr 6, 2023factForm ADV
→ RZ WEALTHRegistered adviserregistration: previous registration
Apr 24, 2018 to Jan 5, 2021factForm ADV
→ ARETÉRegistered adviserregistration: previous registration
Apr 4, 2017 to Apr 20, 2018factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Sep 30, 2013 to Apr 10, 2014factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Apr 9, 2012 to Mar 18, 2013factForm ADV
→ WEBSTERROGERS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 12, 2010 to Nov 7, 2011factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 4, 2010 to Mar 12, 2010factForm ADV
→ HIRTLE & CO., LLCRegistered adviserregistration: previous registration
Aug 3, 2006 to Sep 1, 2009factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 28, 2006 to Jul 20, 2006factForm ADV

Dated events

Occurred
Apr 6, 2023
Advisor changed firm
Samuel Peter Varano left Diversified, Llc for Private Advisor Group, Llc (registered 2023-04-20)
Form ADVobserved 4 days ago