PROGRESSIVE ADVISORY SOLUTIONS LLC
Legal name: PROGRESSIVE ADVISORY SOLUTIONS
CRD #282149 SEC #801-107758 HOLBROOK, NY 631-648-1670
SEC Registered
Total AUM
$254.6M
Discretionary
$254.6M
Employees
4
Clients
--
Accounts
1,239
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PASSARETTI, PATRICK, C | I | MEMBER | E | Control |
| PASSARETTI, PATRICK, C | I | MEMBER | E | Control |
| PASSARETTI, PATRICK, C | I | MEMBER | E | Control |
| CATANZARO, GUS, JAMES | I | MEMBER | B | |
| CATANZARO, GUS, JAMES | I | MEMBER | B | Control |
| CATANZARO, GUS, JAMES | I | MEMBER | B | |
| WALSH, CLIFFORD, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALSH, CLIFFORD, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALSH, CLIFFORD, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 16, 2017 REGISTERED
Notice Filings (26)
AL AZ CA CO CT FL GA LA MA MD ME NC NH NJ NM NV NY OH PA RI SC TN TX VA VT WA
Address
4250 VETERANS HIGHWAY, SUITE 101BHOLBROOK, NY 11741
United States
Phone: 631-648-1670