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Alberto Gianluigi Pontonio

PORTFOLIO.ME, LLC·KEY BISCAYNE, Florida
Series 79, Series 7, Series 3, Series 63, Series 65Clean recordPORTFOLIO.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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alberto Gianluigi Pontonio is a registered financial advisor based in KEY BISCAYNE, Florida, affiliated with PORTFOLIO.ME, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO.ME, LLC
CENSIBLE
AUM
$774K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO.ME, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2527463
Firm CRD# 283036
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alberto Gianluigi Pontonio offer?
Alberto Gianluigi Pontonio specializes in Investment Management, Fee-Only Advisory. Contact their office in KEY BISCAYNE, Florida for a consultation.
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, working with PORTFOLIO.ME, LLC. Their office serves clients in the KEY BISCAYNE metropolitan area and surrounding communities.
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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Research
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