Martin Geddes Hurlburt
Investment adviser representative at Portfolio Medics, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Portfolio Medics, LLCNov 2021 to now
- Purshe Kaplan Sterlings InvestmentsDec 2017 to Oct 2022
- T.M. Wealth Management, LLCDec 2017 to Dec 2021
- Cetera Advisor Networks LLCNov 2017 to Dec 2017
- Girard Securities, Inc.Mar 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 2290027
- Firm CRD
- 145958