Propel Advisory Group, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 164996
- Registered since
- January 25, 2013
- Website
- www.propeladvisory.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron Prisco
President, CEOCRD 5992977
Contacts
1 of 1Curtis Weeks
FinOpCRD 5278425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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