Unclaimed Profile

Michael Anthony Porfido

JANUARY CAPITAL ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredJANUARY CAPITAL ADVISORS LLC

855 SANSOME STREET, SAN FRANCISCO, CA 94111CRD# 1359570Firm CRD# 177514

Profile Verification

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

Identity

Michael Anthony Porfido · SAN FRANCISCO, CA

Registration

CRD #1359570 · JANUARY CAPITAL ADVISORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JANUARY CAPITAL ADVISORS LLC

JANUARY CAPITAL ADVISORS LLC

May 2015 – Apr 2025

SAN FRANCISCO, CA

AMERITAS INVESTMENT CORP

Jun 2006 – May 2015

SAN FRANCISCO, CA

CARILLON INVESTMENTS, INC

Nov 1999 – Jun 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 22, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JANUARY CAPITAL ADVISORS LLC

CRD 177514 · SEC 801-111841

AUM

$216M

Regulatory assets under management

Employees

889 client accounts

Services offered by JANUARY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JANUARY CAPITAL ADVISORS LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Anthony Porfido offer?

Michael Anthony Porfido specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael Anthony Porfido's credentials?

Michael Anthony Porfido holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Anthony Porfido located?

Michael Anthony Porfido is based in SAN FRANCISCO, California, last registered with JANUARY CAPITAL ADVISORS LLC.

How does Michael Anthony Porfido charge for services?

Michael Anthony Porfido'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 JANUARY CAPITAL ADVISORS LLC?

JANUARY CAPITAL ADVISORS LLC has approximately 4 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →