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Edward Laurence Scharf

THE PORTFOLIO STRATEGY GROUP, LLC·WHITE PLAINS, New York
Unclaimed Profile
50 MAIN STREET, WHITE PLAINS, NY 10606CRD# 2362569Firm CRD# 166593
01

About

Edward Laurence Scharf is a registered financial advisor based in WHITE PLAINS, New York, affiliated with THE PORTFOLIO STRATEGY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
THE PORTFOLIO STRATEGY GROUP, LLC
THE PORTFOLIO STRATEGY GROUP, LLC
AUM
$2.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at THE PORTFOLIO STRATEGY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2362569
Firm CRD# 166593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Laurence Scharf offer?
Edward Laurence Scharf specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Edward Laurence Scharf's credentials?
Edward Laurence Scharf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Laurence Scharf located?
Edward Laurence Scharf is based in WHITE PLAINS, New York, working with THE PORTFOLIO STRATEGY GROUP, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Edward Laurence Scharf charge for services?
Edward Laurence Scharf's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PORTFOLIO STRATEGY GROUP, LLC?
THE PORTFOLIO STRATEGY GROUP, LLC has approximately 14 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHITE PLAINS
Richard Alan Yoken — THE PORTFOLIO STRATEGY GROUP, LLCLawrence David Bartimer — THE PORTFOLIO STRATEGY GROUP, LLCPeter Scott Yorkes — THE PORTFOLIO STRATEGY GROUP, LLCThomas Michael Zottner — THE PORTFOLIO STRATEGY GROUP, LLCStephen Thomas Gillingham — FINANCIAL PLANNING ASSOCIATES, LLC
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