findmyFA.app
The register of American financial advisors

Home / Firms / Portfolio Strategies Inc Ny

Portfolio Strategies Inc Ny

CRD 106942  ·  Montvale, NJ  ·  $1.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
106942
SEC number
801-45798
Firm type
RIA
Assets under management
$1.0B as of Apr 6, 2026
Website
Not yet retrieved from the source record
Phone
201-571-4100
Address
180 Summit Avenue, Montvale, NJ, 07645

Advisors at this firm

3 in our index · page 1 of 1

1–3 of 3

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.