# PROGRESSIVE FINANCIAL STRATEGIES LLC

PROGRESSIVE FINANCIAL STRATEGIES LLC of PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 110560
- Type: SEC-registered investment adviser
- SEC file number: 801-57073
- Location: 222 RICHMOND ST, SUITE 304, PROVIDENCE, RI, 02903
- Phone: 401-273-1500
- Latest filing: 2002-04-25
- Regulatory AUM: $213.1M
- Discretionary AUM: $208.3M
- Non-discretionary AUM: $4.8M
- Clients: 11
- Accounts: 1,758

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [BROCHU DAVID FRANCIS](https://search.stillhousedata.com/person/730566) | PRESIDENT | — |
| [SCHLESINGER JILL](https://search.stillhousedata.com/person/730567) | EXECUTIVE VICE PRESIDENT | — |
| [RAKATANSKY ELAINE RUTH](https://search.stillhousedata.com/person/784172) | EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110560/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110560/similar
- Related entities: https://search.stillhousedata.com/firm/110560/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110560

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.