Patrick John Fortunato
Investment adviser representative at Portfolio Medics, LLC
17 yearsExperience
1 stateRegistered in
$780.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Portfolio Medics, LLCOct 2025 to now
- Legal ShieldJun 2014 to now
- Global Financial Networx, LLCApr 2008 to now
- Sequent Planning, LLCSep 2025 to Sep 2025
- Primerica Financial ServicesJun 2021 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1651450
- Firm CRD
- 145958