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PORTFOLIO ADVISORS LLC
PORTFOLIO ADVISORS LLC
DARIEN, Connecticut
·
60 registered advisors
·
CRD# 105981
SEC# 801-46369
7
203-662-3456
01
Firm Overview
AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
Advisors
60
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PORTFOLIO ADVISORS LLC
60 registered advisors
Adam Gerard Clemens
DARIEN, Connecticut
CRD# 2120537
Benjamin Sangho Hur
DARIEN, Connecticut
CRD# 5568393
Benjamin Thomas Higbee
DARIEN, Connecticut
CRD# 7358952
Blake Potter Murphy
DARIEN, Connecticut
CRD# 6461149
Briac Nmn Houtteville
DARIEN, Connecticut
CRD# 7719521
Brian Martin Schwartz
DARIEN, Connecticut
CRD# 3037018
Brian Patrick Mooney
DARIEN, Connecticut
CRD# 4602769
Brian Potter Murphy
DARIEN, Connecticut
CRD# 4354852
Brooks Anthony Lindberg
DARIEN, Connecticut
CRD# 2508713
Charles William Harper
DARIEN, Connecticut
CRD# 2699183
Christine Virginia Crotty
DARIEN, Connecticut
CRD# 6460398
Christopher Joseph Genovese
DARIEN, Connecticut
CRD# 5075635
Christopher Thomas Ruder
DARIEN, Connecticut
CRD# 4662131
Colin Chirstopher Stauffer
DARIEN, Connecticut
CRD# 6314872
Dan Anthony Cohn-Sfetcu
DARIEN, Connecticut
CRD# 4191950
Daniel Christopher Iamiceli
DARIEN, Connecticut
CRD# 5075105
Daniel Francis Dwyer
DARIEN, Connecticut
CRD# 4177352
David Giles Higbee
DARIEN, Connecticut
CRD# 7358946
Dirk Nmn Lienemann
DARIEN, Connecticut
CRD# 6933370
Donna Oswald Smolens
DARIEN, Connecticut
CRD# 3041753
Elizabeth Merritt Campbell
DARIEN, Connecticut
CRD# 5399631
Eric John Staub
DARIEN, Connecticut
CRD# 4221792
Eric Lee Thunem
DARIEN, Connecticut
CRD# 2685244
Evelyn Kaye Higbee
DARIEN, Connecticut
CRD# 7358960
Geoffrey Paul Kelleman
DARIEN, Connecticut
CRD# 7356418
Gregory Joseph Garrett
DARIEN, Connecticut
CRD# 5768311
Harry Duane Pierandri
DARIEN, Connecticut
CRD# 1759599
Hugh Jeffrey Perloff
DARIEN, Connecticut
CRD# 5105722
Igor Maya Dacosta
DARIEN, Connecticut
CRD# 3091926
Jacob Scott Higbee
DARIEN, Connecticut
CRD# 7358965
Jana Gwen Lindberg
DARIEN, Connecticut
CRD# 7359349
Jason Lee Landon
DARIEN, Connecticut
CRD# 6176541
Jeffrey Jin Cho
DARIEN, Connecticut
CRD# 7085949
Jesse Sevin Eisenberg
DARIEN, Connecticut
CRD# 5316093
John Mckenzie Fagan
DARIEN, Connecticut
CRD# 4830608
John Morrow Kyles
DARIEN, Connecticut
CRD# 4247427
Jonathan Andrew English
DARIEN, Connecticut
CRD# 6314869
Justin Paul Lux
DARIEN, Connecticut
CRD# 7356421
Kenneth Garrett Binick
DARIEN, Connecticut
CRD# 3245814
Kenneth Mark Wisdom
DARIEN, Connecticut
CRD# 4292192
Kenneth Spalter Jarvis
DARIEN, Connecticut
CRD# 2415734
Lauren Marie Johnson
DARIEN, Connecticut
CRD# 5880763
Louise Hogge Murphy
DARIEN, Connecticut
CRD# 6461025
Melinda Nmn Higbee
DARIEN, Connecticut
CRD# 7358944
Michael A Trinkaus
DARIEN, Connecticut
CRD# 5508023
Michael Jenghao Chen
DARIEN, Connecticut
CRD# 5543358
Michael Nmn Liu
DARIEN, Connecticut
CRD# 7356424
Nicolas Friedrich Von Der Schulenburg
DARIEN, Connecticut
CRD# 5755863
Patricia Joan Indelicato
DARIEN, Connecticut
CRD# 6461156
Patrick Eugene Connolly
DARIEN, Connecticut
CRD# 6314866
Patrick Reed Gerbracht
DARIEN, Connecticut
CRD# 7085948
Paul Rowland Crotty
DARIEN, Connecticut
CRD# 4354858
Peter Martin Schwanitz
DARIEN, Connecticut
CRD# 5906338
Ryan Butler
DARIEN, Connecticut
CRD# 6176543
Samuel Steven Higbee
DARIEN, Connecticut
CRD# 7358967
Scott David Higbee
DARIEN, Connecticut
CRD# 5429582
Stephen Coulam Sloan
DARIEN, Connecticut
CRD# 4233496
Susan Elaine Delong
DARIEN, Connecticut
CRD# 6461018
Todd Alger Hughes
DARIEN, Connecticut
CRD# 2796941
William Joseph Indelicato
DARIEN, Connecticut
CRD# 4354862
05
Office Locations
DARIEN, Connecticut
60 advisors
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Data sourced from SEC Form ADV filings. PORTFOLIO ADVISORS LLC (CRD# 105981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.