Christopher
Pollina
Portfolio Medics, LLC
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About this Advisor
Christopher Pollina is a financial advisor based in East Setauket, New York, working with Portfolio Medics, LLC. Christopher has previously held positions at Advanced Planning Capital, Portfolio Medics, LLC, Mass Mutual Life Insurance Company, and Mml Investors Services, LLC. Christopher has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Portfolio Medics, LLC, which operates out of East Setauket, New York. 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
Christopher Pollina Work History
Portfolio Medics, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Advanced Planning Capital
Disclosures
Please visit the SEC profile of Christopher Pollina 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
Bonita Springs, FL
Canonsburg, PA
Kent, WA
White Pine, TN
Britt, MN
Los Angeles, CA
Davidson, NC
Miami, FL
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