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THE PORTFOLIO STRATEGY GROUP, LLC
THE PORTFOLIO STRATEGY GROUP, LLC
WHITE PLAINS, New York
·
7 registered advisors
·
CRD# 166593
SEC# 801-77583
0
9142884900
01
Firm Overview
AUM
$2.2B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at THE PORTFOLIO STRATEGY GROUP, LLC
7 registered advisors
Edward Laurence Scharf
WHITE PLAINS, New York
CRD# 2362569
Jacques Elie Boubli
WHITE PLAINS, New York
CRD# 5571421
Laurie Ghali
WHITE PLAINS, New York
CRD# 2644491
Lawrence David Bartimer
WHITE PLAINS, New York
CRD# 1320519
Peter Scott Yorkes
WHITE PLAINS, New York
CRD# 1459661
Richard Alan Yoken
WHITE PLAINS, New York
CRD# 1907159
Thomas Michael Zottner
WHITE PLAINS, New York
CRD# 4007746
05
Office Locations
WHITE PLAINS, New York
7 advisors
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Data sourced from SEC Form ADV filings. THE PORTFOLIO STRATEGY GROUP, LLC (CRD# 166593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.