Daniel Thomas Sendi
Investment adviser representative at Portfolio Advisory Group, Inc.
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Portfolio Tax Group IncMar 2010 to now
- Portfolio Advisory Group, Inc.Feb 1999 to now
- #ia Portfolio Advisory Group, Inc.Jan 1999 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (VA).
Portfolio Advisory Group, Inc.
$115.8MAssets managed
71Clients
2Advisers
Under 1 yearIn 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
- 2273282
- Firm CRD
- 116011