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Thomas Michael Zottner

Managing DirectorThe Portfolio Strategy Group, LLCCRD 4007746

About Thomas Michael Zottner

Thomas Michael Zottner is listed as Managing Director at The Portfolio Strategy Group, LLC in White Plains, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of The Portfolio Strategy Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Thomas Michael Zottner work?

Thomas Michael Zottner is listed as Managing Director at The Portfolio Strategy Group, LLC on SEC Form ADV.

How much of The Portfolio Strategy Group, LLC does Thomas Michael Zottner own?

Form ADV reports a beneficial ownership band of Under 5%.

The Portfolio Strategy Group, LLC

TitleManaging Director
OwnershipUnder 5%
Control personYes
Since2012