← Tributary

PUSHKIN ADVISORY GROUP, LLC

· CRD 226674 · IAPD ↗ · 315-269-2828

$36.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — PUSHKIN ADVISORY GROUP, LLC (location n/a) left the SEC roster (was $36.7M 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
65
June 2024 — PUSHKIN ADVISORY GROUP, LLC now reports custody of client assets ($32.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — PUSHKIN ADVISORY GROUP, LLC reported RAUM up 32% ($27.8M -> $36.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — PUSHKIN ADVISORY GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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