Unclaimed Profile

Alberto Gianluigi Pontonio

PORTFOLIO.ME, LLC·KEY BISCAYNE, Florida

SIE, Series 3, Series 7, Series 7TO, Series 63, Series 65, Series 79TOClean record9 years registeredPORTFOLIO.ME, LLC

200 CRANDON BLVD SUITE 201, KEY BISCAYNE, FL 33149CRD# 2527463Firm CRD# 283036

Profile Verification

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

Identity

Alberto Gianluigi Pontonio · KEY BISCAYNE, FL

Registration

CRD #2527463 · PORTFOLIO.ME, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTFOLIO.ME, LLC

BENJAMIN SECURITIES, INC.

Aug 2023 – Apr 2024

Miami, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Oct 2021

MIAMI, FL

CAPITAL ANALYSTS

May 2017 – Sep 2017

Miami, FL

LINCOLN INVESTMENT

May 2017 – Sep 2017

Miami, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 63

Series 65

Series 79TO

Registration record

First registered · May 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO.ME, LLC

CRD 283036 · SEC 801-107532

AUM

$774K

Regulatory assets under management

Employees

7 client accounts

Services offered by PORTFOLIO.ME, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PORTFOLIO.ME, LLC →

Introduction

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Frequently Asked Questions

What services does Alberto Gianluigi Pontonio offer?

Alberto Gianluigi Pontonio specializes in Investment Management, Fee-Only Advisory.

What are Alberto Gianluigi Pontonio's credentials?

Alberto Gianluigi Pontonio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alberto Gianluigi Pontonio located?

Alberto Gianluigi Pontonio is based in KEY BISCAYNE, Florida, last registered with PORTFOLIO.ME, LLC.

How does Alberto Gianluigi Pontonio charge for services?

Alberto Gianluigi Pontonio'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 PORTFOLIO.ME, LLC?

PORTFOLIO.ME, LLC has approximately 5 employees and manages $774K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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