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PURSINO ADVISORY GROUP LLC

GARDEN CITY, NY · CRD 166614 · IAPD ↗ · pursino.com · 516-240-8088

$19.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — PURSINO ADVISORY GROUP LLC (GARDEN CITY, NY) left the SEC roster (was $19.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — PURSINO ADVISORY GROUP LLC reported RAUM down 54% ($42.6M -> $19.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — PURSINO ADVISORY GROUP LLC now reports custody of client assets ($100,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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