Assured Advisory Group, LLC

Cole Barkocy is a financial advisor with Assured Advisory Group, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he worked in the airline industry as a First Officer for Spirit Airlines and Republic Airways. He is currently furloughed from Spirit Airlines and not earning income from that position. Assured Advisory Group serves individual and high-net-worth households, providing portfolio management, comprehensive financial planning, and estate-planning support. The firm uses a combination of fundamental, technical, and cyclical analysis with discretionary trading authority, and offers educational seminars and third-party estate-document access as part of its client services.

David Schlossberg is a financial advisor with Assured Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, National Asset Management, National Securities Corporation, and a long tenure at Assured Concepts Group, Ltd. Outside of advisory work, he serves as president of a tax preparation and planning firm and an insurance sales business. Assured Advisory Group serves individual and high-net-worth households with discretionary portfolio management, comprehensive financial and estate planning, and educational seminars. The firm employs a blend of fundamental, technical, and cyclical analysis, using various investment vehicles and option strategies, and offers expanded client services including third-party estate-document access.

Lawrence Strzelecki is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Assured Advisory Group, LLC, where he has worked since 2021, following prior roles at Purshe Kaplan Sterling Investments and National Asset Management. He is also involved as an agent in the sale of fixed and traditional insurance products. Assured Advisory Group serves individual and high-net-worth households with discretionary portfolio management, comprehensive financial and estate planning, and educational seminars. The firm uses a blend of fundamental, technical, and cyclical analysis, including computer-driven analytics, to construct portfolios that may include equities, ETFs, mutual funds, and option strategies.

Anthony Feucht is a financial advisor at Assured Advisory Group, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments and in various roles within the automotive industry. Assured Advisory Group serves individual and high-net-worth households, providing portfolio management, comprehensive financial planning, and estate-planning support. The firm uses a combination of fundamental, technical, and cyclical analysis, along with computer-driven analytics, to manage discretionary accounts and offers educational seminars and workshops as part of its client services.