Cyril
Roseman
Portfolio Medics, LLC
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About this Advisor
Cyril Roseman is a financial advisor based in La Mesa, California, working with Portfolio Medics, LLC. Cyril has previously held positions at Cyril Roseman Dba Cali Direct Shopping, Lyft, Portfolio Medics, LLC, Centaurus Financial, Inc, Cpr Investments Inc, and Bridgewest Financial & Insurance Services Dba Retirement N. Cyril has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Cyril is part of Portfolio Medics, LLC, which operates out of La Mesa, California. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cyril Roseman Work History
Portfolio Medics, LLC
Cyril Roseman Dba Cali Direct Shopping
Lyft
Bridgewest Financial & Insurance Services Dba Retirement N
Cpr Investments Inc
Centaurus Financial, Inc
Disclosures
Please visit the SEC profile of Cyril Roseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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