Brett Coleman Lonergan
Investment Adviser Representative at Private Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Coleman Lonergan is an investment adviser representative with Private Advisor Group, LLC in Needham, MA, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Washington Trust Advisors. They are registered to provide investment advice in Massachusetts and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Weston Financial Group, Inc.Oct 2015 – Jun 2019Wellesley, MA
- Weston Financial Group, Inc.Jun 2019 – Nov 2021Wellesley, MA
- Washington Trust Advisors, Inc.Nov 2021 – Sep 2022Wellesley, MA
- Private Advisor Group, LLCSep 2022 – no end date reportedMorristown, NJ
- Northward Financial GroupSep 2022 – no end date reportedNeedham, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Private Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 792
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Morristown, NJ
- SEC file number:
- 801-72060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Private Advisor Group, LLC
Showing 12 of 792 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Coleman Lonergan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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