Connor
Tyson
Portfolio Medics, LLC
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About this Advisor
Connor Tyson is a financial advisor based in Pleasantville, New York, working with Portfolio Medics, LLC. Connor has previously held positions at J.P. Morgan Securities LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Portfolio Medics, and Altium Wealth Management LLC. Connor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Connor is part of Portfolio Medics, LLC, which operates out of Pleasantville, 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
Connor Tyson Work History
Portfolio Medics
Altium Wealth Management LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Connor Tyson 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
Kent, WA
Canonsburg, PA
Bonita Springs, FL
Britt, MN
White Pine, TN
Port Charlotte, FL
Miami, FL
Winter Park, FL
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