David Bressoud
Investment adviser representative at Portfolio Medics, LLC
28 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
28 years in the industry.
- Portfolio Medics, LLCJul 2025 to now
- UberAug 2019 to now
- Various Insurance FirmsSep 1998 to now
- Securities America AdvisorsJan 2021 to Dec 2022
- Securities America, Inc.Apr 2020 to Dec 2022
- LyftApr 2019 to Jan 2020
- Traeger Wood Pellet GrillsJun 2015 to Jul 2017
- Dave Bressoud, Self EmployedOct 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3129185
- Firm CRD
- 145958