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MEMBERS ADVISORY GROUP, LLC

WILLIAMSVILLE, NY · CRD 153723 · IAPD ↗ · membersadvgrp.com · (716) 632-4066

$443.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — MEMBERS ADVISORY GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — MEMBERS ADVISORY GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.