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Laurie Ghali

THE PORTFOLIO STRATEGY GROUP, LLC·WHITE PLAINS, New York
SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 79TO, Series 99TOClean recordTHE PORTFOLIO STRATEGY GROUP, LLC
50 MAIN STREET, WHITE PLAINS, NY 10606CRD# 2644491Firm CRD# 166593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurie Ghali · WHITE PLAINS, NY
Registration
CRD #2644491 · THE PORTFOLIO STRATEGY GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 9
Series 10
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE PORTFOLIO STRATEGY GROUP, LLC
CRD 166593 · SEC 801-77583
AUM
$2.2B
Regulatory assets under management
Employees
14
405 client accounts
Services offered by THE PORTFOLIO STRATEGY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THE PORTFOLIO STRATEGY GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Laurie Ghali offer?
Laurie Ghali specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Laurie Ghali's credentials?
Laurie Ghali is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Ghali located?
Laurie Ghali 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 Laurie Ghali charge for services?
Laurie Ghali'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 at THE PORTFOLIO STRATEGY GROUP, LLC

Jacques Elie Boubli
WHITE PLAINS, NY
CFP

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