Unclaimed Profile

John Christopher Conrath

PORTFOLIO MEDICS, LLC·BONITA SPRINGS, Florida

Series 6, Series 63, Series 65Clean record22 years registeredPORTFOLIO MEDICS, LLC

27499 RIVERVIEW CENTER BLVD, BONITA SPRINGS, FL 34134CRD# 4686217Firm CRD# 145958

Profile Verification

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

Identity

John Christopher Conrath · BONITA SPRINGS, FL

Registration

CRD #4686217 · PORTFOLIO MEDICS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO MEDICS, LLC

Feb 2008 – present

EVERTREE ADVISORS

Feb 2008 – Oct 2009

NEWARK, OH

ADVANCED PLANNING CAPITAL CORPORATION

Aug 2007 – Jun 2015

BONITA SPRINGS, FL

WRP INVESTMENTS, INC.

Aug 2003 – Nov 2005

YOUNGSTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · August 20, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO MEDICS, LLC

CRD 145958 · SEC 801-113846

AUM

$500M

Regulatory assets under management

Employees

2,499 client accounts

Services offered by PORTFOLIO MEDICS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTFOLIO MEDICS, LLC →

Introduction

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Frequently Asked Questions

What services does John Christopher Conrath offer?

John Christopher Conrath specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are John Christopher Conrath's credentials?

John Christopher Conrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Christopher Conrath located?

John Christopher Conrath is based in BONITA SPRINGS, Florida, working with PORTFOLIO MEDICS, LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does John Christopher Conrath charge for services?

John Christopher Conrath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO MEDICS, LLC?

PORTFOLIO MEDICS, LLC has approximately 75 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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