Bruce
Kaserman
Portfolio Medics, LLC
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About this Advisor
Bruce Kaserman is a financial advisor operating out of Vienna, Virginia with 2 years of relevant experience. Kaserman works at Portfolio Medics, LLC. During their career, Kaserman has held roles at Regal Investment Advisors, Bgk Financial, Horter Investment Management, LLC and Portfolio Medics, LLC. Kaserman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Virginia. Portfolio Medics, LLC is a firm that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 advisors. It oversees $383 million in assets among its 2,167 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,167 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Portfolio Medics, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is provided. However, fees billed by Portfolio Medics, LLC most likely include any blend 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
Bruce Kaserman Work History
Bruce has been registered as a financial advisor for 2 years.*
Portfolio Medics, LLC
Bgk Financial
Horter Investment Management, LLC
Regal Investment Advisors
*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 Bruce Kaserman 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
White Pine, TN
Reno, NV
Port Charlotte, FL
Chula Vista, CA
Hopkins, MN
Sacramento, 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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