Prism Planning And Solutions Group

CRD 340003 · White Plains, NY · $157.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 340003
SEC number: 801-135208
Firm type: RIA
Assets under management: $157.0M as of Jun 26, 2026
Website: www.ppsgrp.com ↗
Phone: (914) 831-3050
Address: 777 Westchester Ave., White Plains, NY, 10604

Advisors at this firm

3 in our index · page 1 of 1

Brianna Michelle MelahnCRD 7057063 · White Plains, NY

IA RegisteredRegistration inactive
Naoka NakagawaCRD 4503583 · White Plains, NY

IA RegisteredRegistration inactive
Julia Anne Teresa Peloso-BarnesCRD 1260944 · White Plains, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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

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