AUMdb
PA

Private Advisor Network, Llc

SEC-registered Investment Adviser CRD 299133 · SEC file 801-114371 · Morristown, NJ
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

AUM over time

$0 $0
Nov 2018 Jun 2020

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
John Patric Hyland Managing Member Feb 2016 (11y) ≈ 18.75% – 50% via Pag Holdings, Llc
Patrick James Sullivan Chief Compliance Officer CFP Chartered Financial Consultant Feb 2016 (11y) ≈ 18.75% – 50% via Pag Holdings, Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Pag Holdings, Llc Managing Member Sep 2018 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • John Patric Hyland: 25% – 50% of Pag Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
  • Patrick James Sullivan: 25% – 50% of Pag Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 930 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗