# THE PORTFOLIO STRATEGY GROUP, LLC

THE PORTFOLIO STRATEGY GROUP, LLC of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 166593
- Type: SEC-registered investment adviser
- SEC file number: 801-77583
- Location: 50 MAIN STREET, SUITE 1280, WHITE PLAINS, NY, 10606
- Phone: 914-288-4900
- Latest filing: 2026-03-26
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $10.2M
- Clients: 15
- Accounts: 478

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Richard Alan Yoken | MANAGING DIRECTOR | — |
| Edward Laurence Scharf | MANAGING DIRECTOR | — |
| Lawrence David Bartimer | MANAGING DIRECTOR | — |
| Peter Scott Yorkes | MANAGING DIRECTOR | — |
| Thomas Michael Zottner | MANAGING DIRECTOR | — |
| Laurie Ghali | CHIEF COMPLIANCE OFFICER | — |
| Jacques Elie Boubli | MANAGING DIRECTOR | — |
| YOKEN MICHAEL ALAN | MANAGING DIRECTOR; MANAGING MEMBER & MANAGING DIRECTOR; PRESIDENT & MANAGING DIRECTOR | — |
| SCHARF EDWARD LAURENCE | MANAGING DIRECTOR | — |
| YORKES PETER SCOTT | MANAGING DIRECTOR; MANAGING DIRECTOR & CCO | — |
| BARTIMER LAWRENCE DAVID | MANAGING DIRECTOR | — |
| ZOTTNER THOMAS MICHAEL | MANAGING DIRECTOR | — |
| LEARY ATIYA SHAWNTA | CCO | — |
| LEARY ATIYA | CCO; CHIEF COMPLIANCE OFFICER | — |
| BOUBLI JACQUES ELIE | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| GHALI LAURIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166593/similar
- Related entities: https://search.stillhousedata.com/firm/166593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166593

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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.