Propel Advisory Group, Inc.

Broker-DealerFINRA Member
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 organized as a corporation and is owned by an individual. The firm's regulatory snapshot classifies it as "Unclassified" and flags that it does not function as a capital allocator. The available profile also indicates the firm is not an active ESG investor, is not designated as a multi-state adviser, is not newly formed, and does not identify as a pension consultant or related adviser. The firm has not disclosed its core advisory activities, client segments, fee schedules, or investment strategy in the source data.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth