Professional Planning Group

CRD 108868 · Westerly, RI · $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108868
SEC number: 801-15330
Firm type: RIA
Assets under management: $1.3B as of Mar 26, 2026
Website: www.ppgadvisors.com ↗
Phone: (401) 596-2800
Address: 9 Granite Street, Westerly, RI, 02891

Advisors at this firm

9 in our index · page 1 of 1

David Gabriel AballoCRD 7793846 · Westerly, RI

IA RegisteredBroker
Patrick Joseph ConnellyCRD 5934645 · Westerly, RI

IA RegisteredBroker
Malcolm Alfred MakinCRD 851143 · Westerly, RI

IA RegisteredBroker
Bryan David PitneyCRD 5143896 · Westerly, RI

IA RegisteredBroker
Andrea Michelle SpiethCRD 2613008 · Westerly, RI

IA RegisteredBroker
Christopher Gilman WallaceCRD 2396712 · Westerly, RI

IA RegisteredBroker
Peter Clegg WallaceCRD 2320579 · Westerly, RI

IA RegisteredBroker
Eric Matthew WilsonCRD 8010358 · Westerly, RI

IA RegisteredBroker
Todd Joseph WokoskeCRD 5084156 · Westerly, RI

IA RegisteredBroker

Source & corrections

Where this page comes from

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