Progress Wealth Management

We are located in Miami, Florida
Progress Advisors, LLC is a Registered Investment Advisor[1]

Progress Investments, LLC is a registered securities* broker dealer.[2]

Progress Investments, LLC has an agreement with Pershing, LLC to custody the clients’ cash and securities* and to execute securities transactions* in the clients’ accounts. Pershing, LLC is an affiliate of the Bank of New York, recognized as a global leader in securities custody*.

  1. Progress Advisors, LLC is registered with the Securities and Exchange Commission (SEC).

  2. Progress Investments, LLC is registered with the Securities and Exchange Commission (SEC), is a member of the Financial Industry Regulatory Authority (FINRA) and is registered with the State of Florida. Additional information about Progress Investments, LLC is available through the FINRA website www.finra.org.

Progress Investments registration (CRD) number is 139981.
The firm is also a member of the Securities Investor Protection Corporation (SIPC).

Securities are offered through Progress Investments, LLC