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Current Employers
Portfolio Strategies Inc Ny

180 Summit Avenue Suite 200, Montvale, NJ 07645 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-05-03
NY RA APPROVED 2021-04-19
  • NJ RA
    APPROVED
    Since 2021-05-03
  • NY RA
    APPROVED
    Since 2021-04-19

Branch Locations

1897 Lakewood Road Suite 107, Toms River, NJ 08755 • United States

180 Summit Avenue Suite 200, Montvale, NJ 07645 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Strategies, Inc. Montvale NJ 06/2019 Present
Full Time Student Lakewood NJ 04/2008 06/2019
  • 06/2019 → Present
    Portfolio Strategies, Inc.
    Montvale, NJ
  • 04/2008 → 06/2019
    Full Time Student
    Lakewood, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-19
  • S65 Uniform Investment Adviser Law Examination
    2021-04-19
Other Names
  • Yisroel Spiegel

View on SEC IAPD

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