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THE PORTFOLIO STRATEGY GROUP, LLC

WHITE PLAINS, NY · CRD 166593 · IAPD ↗ · psgwealth.com · 914-288-4900

$2.62BRegulatory AUM
9Advisory reps
15Employees
4Clients
251-500Planning clients
1Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — THE PORTFOLIO STRATEGY GROUP, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2025 — THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2024 — THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in CO.
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.