Cyril
Roseman
Portfolio Medics, LLC
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About this Advisor
Cyril Roseman is a certified financial planner working out of La Mesa, California who has 2 years of industry experience. Roseman is currently employed by Portfolio Medics, LLC. The advisor has gained experience at Centaurus Financial, Inc, Cpr Investments Inc, Bridgewest Financial & Insurance Services Dba Retirement N, Cyril Roseman Dba Cali Direct Shopping, Lyft and Portfolio Medics, LLC. Roseman maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in California. Portfolio Medics, LLC is a financial advisory company that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 financial advisors. It has $383 million in assets among its 2,167 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,167 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Portfolio Medics, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on the financial services provided. Fee types charged by Portfolio Medics, LLC most likely consist 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
Cyril Roseman Work History
Cyril has been registered as a financial advisor for 2 years.*
Portfolio Medics, LLC
Cyril Roseman Dba Cali Direct Shopping
Lyft
Bridgewest Financial & Insurance Services Dba Retirement N
Cpr Investments Inc
Centaurus Financial, Inc
*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 Cyril Roseman 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
Bonita Springs, FL
Reno, NV
Winter Park, FL
Chula Vista, CA
Fernandina Beach, FL
Venice, FL
Sacramento, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
