Unclaimed Profile

Richard Alan Yoken

THE PORTFOLIO STRATEGY GROUP, LLC·WHITE PLAINS, New York

Clean recordTHE PORTFOLIO STRATEGY GROUP, LLC

50 MAIN STREET, WHITE PLAINS, NY 10606CRD# 1907159Firm CRD# 166593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Alan Yoken · WHITE PLAINS, NY

Registration

CRD #1907159 · THE PORTFOLIO STRATEGY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Alan Yoken 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

THE PORTFOLIO STRATEGY GROUP, LLC

AUM

$2.2B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1907159

Firm CRD# 166593

View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE PLAINS?

Browse all registered financial advisors in WHITE PLAINS, New York or claim this profile if it's yours.

Browse WHITE PLAINS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Alan Yoken offer?

Richard Alan Yoken specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.

What are Richard Alan Yoken's credentials?

Richard Alan Yoken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Alan Yoken located?

Richard Alan Yoken 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 Richard Alan Yoken charge for services?

Richard Alan Yoken'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →