Public Resources Advisory Group, Inc.
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ADV data as of May 22, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 38
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jocelyn Mortensen | Registered representative | Mar 2006 (20y) | ||
| Thomas Franklin Huestis | Registered representative | Apr 2006 (20y) | ||
| Daniel Alexander Forman | Registered representative | Jun 2021 (5y) | ||
| Andrew Michael Evanchik | Registered representative | Jul 2021 (5y) | ||
| Louis Man Tai Choi | Registered representative | Jul 2021 (5y) | ||
| Steven Peyser | Registered representative | Jul 2021 (5y) | ||
| Xun N/M/I Lin | Registered representative | CFA | Jul 2021 (5y) | |
| Mary Elizabeth Clark | Registered representative | Jul 2022 (4y) | ||
| Qian Wan | Registered representative | CFA | Nov 2022 (4y) | |
| Stephen Todd Wisloski | Registered representative | Dec 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF INVESTMENT PURCHASED OR SOLD
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗