# ALBANYADVISOR GROUP LLC

ALBANYADVISOR GROUP LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 316226
- Type: SEC-registered investment adviser
- SEC file number: 801-122496
- Location: 20 CORPORATE WOODS BLVD.., SUITE 400, ALBANY, NY, 12211-2396
- Phone: (518) 689-3577
- Latest filing: 2026-02-09
- Regulatory AUM: $302.8M
- Discretionary AUM: $29.3M
- Non-discretionary AUM: $273.5M
- Clients: 6
- Accounts: 925

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lori Gluck Murphy | FOUNDING PARTNER | — |
| Marc Allen Agel | FOUNDING PARTNER | — |
| Michael Joseph Carrillo | CHIEF COMPLIANCE OFFICER | — |
| Susan Bethany Hart | FOUNDING PARTNER | — |
| MURPHY LORI GLUCK | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |
| AGEL MARC ALLEN | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |
| CARRILLO MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| HART SUSAN BETHANY | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316226/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316226/similar
- Related entities: https://search.stillhousedata.com/firm/316226/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316226

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.