Managing Director · The Portfolio Strategy Group, LLC
Peter S. Yorkes
CRD 1459661 · Named on Form ADV at one SEC-registered adviser
At a glance
The Portfolio Strategy Group, LLC, an SEC-registered wealth manager based in White Plains, NY with $2.6 billion in regulatory assets, lists Peter S. Yorkes on its Form ADV as Managing Director, a control person.
Firms and roles
- The Portfolio Strategy Group, LLCManaging DirectorWealth manager · White Plains, NY · $2.6B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Richard A. YokenManaging Director, The Portfolio Strategy Group, LLC
- Edward L. ScharfManaging Director, The Portfolio Strategy Group, LLC
- Lawrence D. BartimerManaging Director, The Portfolio Strategy Group, LLC
- Thomas M. ZottnerManaging Director, The Portfolio Strategy Group, LLC
- Laurie GhaliChief Compliance Officer, The Portfolio Strategy Group, LLC
1 more person named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.