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PRIVATE WEALTH STRATEGIES, L.L.C.
PRIVATE WEALTH STRATEGIES, L.L.C.
SHORE MORGAN YOUNG WEALTH STRATEGIES
NEW ALBANY, Ohio
·
4 registered advisors
·
CRD# 298682
SEC# 801-114104
0
(614) 888-2117
01
Firm Overview
AUM
$615M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRIVATE WEALTH STRATEGIES, L.L.C.
4 registered advisors
Adam Christopher Osterling
NEW ALBANY, Ohio
CRD# 6730087
Jon Ryan Morgan
NEW ALBANY, Ohio
CRD# 1977682
Lewis Dorian Shore
NEW ALBANY, Ohio
CRD# 810568
Marya C Young
NEW ALBANY, Ohio
CRD# 4542541
05
Office Locations
NEW ALBANY, Ohio
4 advisors
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Data sourced from SEC Form ADV filings. PRIVATE WEALTH STRATEGIES, L.L.C. (CRD# 298682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.