Unclaimed Profile

Robert James Amedeo

ALTEGRIS PORTFOLIO MANAGEMENT, INC.·LA JOLLA, California

SIE, Series 7, Series 22, Series 24, Series 30, Series 39, Series 63, Series 6622 years registeredALTEGRIS PORTFOLIO MANAGEMENT, INC.

1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 1458548Firm CRD# 128219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Amedeo · LA JOLLA, CA

Registration

CRD #1458548 · ALTEGRIS PORTFOLIO MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTEGRIS PORTFOLIO MANAGEMENT, INC.

ALTEGRIS FUNDS

Mar 2004 – Jan 2015

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 30

Series 39

Series 63

Series 66

Registration record

First registered · March 8, 2004

Years registered · 22

Disclosure History

2003Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALTEGRIS PORTFOLIO MANAGEMENT, INC.

CRD 128219 · SEC 801-73015

AUM

$530M

Regulatory assets under management

Employees

18 client accounts

Services offered by ALTEGRIS PORTFOLIO MANAGEMENT, INC.

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ALTEGRIS PORTFOLIO MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert James Amedeo offer?

Robert James Amedeo specializes in Retirement Planning, Fee-Only Advisory.

What are Robert James Amedeo's credentials?

Robert James Amedeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Amedeo located?

Robert James Amedeo is based in LA JOLLA, California, last registered with ALTEGRIS PORTFOLIO MANAGEMENT, INC..

How does Robert James Amedeo charge for services?

Robert James Amedeo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTEGRIS PORTFOLIO MANAGEMENT, INC.?

ALTEGRIS PORTFOLIO MANAGEMENT, INC. has approximately 8 employees and manages $530M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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