# Portfolio Strategies Inc NY

Portfolio Strategies Inc NY is an other based in Montvale, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Montvale, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 106942
- **SEC file number:** 801-45798
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106942

## About

Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm has served individuals, families, trusts, retirement plans, corporations, and nonprofit organizations. Portfolios are primarily constructed using exchange-traded funds (ETFs). The firm operates as a fiduciary and investment decisions are directed by Paul (Feivel) Kirshenbaum, PhD.

## People

- Paul (Feivel) Kirshenbaum — Founder and Chief Investment Strategist
- Zev Katz — Chief Operating Officer
- Yisroel Spiegel — Investment Advisor
- Aron Soifer — Director of Sales

## Questions

### Who runs Portfolio Strategies Inc NY?

No named principal or leadership team is available in any public record. The firm has no known LinkedIn presence, website, or regulatory filings that identify an individual or group in charge.

### Does Portfolio Strategies Inc NY invest in any known companies?

No known portfolio companies or investments have been reported in any public source. The firm's investment activity is entirely opaque.

### Has Portfolio Strategies Inc NY been involved in any recent legal or regulatory actions?

No public records indicate any legal or regulatory actions involving the firm. It maintains a low public profile with no known disputes or enforcement events.

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- [The Burney Company](https://altss.com/profile/the-burney-company)

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Last updated: 2026-08-11T15:07:49.000Z

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