Joseph
Pasquinelli
Portfolio Medics, LLC
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About this Advisor
Joseph Pasquinelli is a financial advisor who works out of Sacramento, California with a total of 1 year of industry experience. Pasquinelli is on the advisory team at Portfolio Medics, LLC. Over the course of their career, they have held roles at Saint Joseph Preparatory High School, Asurea Insurance Services, Alpha Retirement Wealth LLC, Portfolio Medics and One Life America/ Heartland Financial. Pasquinelli has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in California. Portfolio Medics, LLC is a financial advisory company headquartered in Bonita Springs, FL. The company has offices in eight locations and a total of 75 employees. It handles $383 million in assets under management across its 2,167 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Portfolio Medics, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the services. However, fee types billed by Portfolio Medics, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Pasquinelli Work History
Joseph has been registered as a financial advisor for 1 years.*
Portfolio Medics
One Life America/ Heartland Financial
Alpha Retirement Wealth LLC
Asurea Insurance Services
Saint Joseph Preparatory High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Pasquinelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Medics, LLC
White Pine, TN
Reno, NV
Bonita Springs, FL
Venice, FL
Fernandina Beach, FL
Lakewood, CO
Chula Vista, CA
Winter Park, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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