Propel Advisory Group, Inc.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sarasota, Florida
CRD number
164996
Registered since
January 25, 2013

Firm profile

FINTRX

Overview

Propel Advisory Group, Inc. is a corporation that registered with the SEC in 2013 and is owned by an individual. The firm is classified in the dataset as "unclassified." Available records indicate it is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The dataset does not provide descriptions of its advisory services, fee model, client segments, or other business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Aaron Prisco

    President, CEOCRD 5992977

Contacts

1 of 1
  • Curtis Weeks

    FinOpCRD 5278425

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
2215 Ixora Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth