Aron Soifer

PORTFOLIO STRATEGIES NY

Montvale, NJ 07645

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CRD#: 7573384

Professional summary

Aron Soifer is a registered financial advisor currently at PORTFOLIO STRATEGIES INC NY located in Montvale, New Jersey.

Aron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aron has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

E-Z IRA Corp; not investment-related; Spring Valley, NY; 6 Truman Ave, Spring Valley, NY 10977; financial education and budget planning ; Volunteer; 03/2023; Approximately 25% of time; 1 hour during trading hours; Conduct financial workshops, assist clients in understanding their various options, and educate them about the benefits of an IRA account.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aron Soifer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 10, 2025 - Present

PORTFOLIO STRATEGIES INC NY

Office #1: 180 Summit Avenue Suite 200, Montvale, NJ 07645

RIA

CRD#: 106942

Montvale, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO STRATEGIES INC NY

CRD#: 106942 / SEC#: 801-45798

RIA

Registered Investment Advisory firm - (1/1/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2023

Uniform Investment Adviser Law Examination

Current Firm

PORTFOLIO STRATEGIES INC NY

CRD#: 106942 / SEC#: 801-45798

RIA

Registered Investment Advisory firm - (1/1/1994 Approved)

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Contact information

Main Address

180 Summit Avenue Suite 200, Montvale, NJ 07645

Mailing Address

Phone number

(201) 571-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORTFOLIO STRATEGIES BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	3,114
AUM (Assets Under Management)	$ 861,232,169

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aron Soifer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aron Soifer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO STRATEGIES INC NY

Primary Firm SEC Registration

PORTFOLIO STRATEGIES INC NY

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2023

Current Firm

PORTFOLIO STRATEGIES INC NY

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO STRATEGIES INC NY

TRUST BUT VERIFY

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