Connor Matthew Tyson
Investment adviser representative at Portfolio Medics, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$780.5MFirm 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 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
10 years in the industry.
- Portfolio Medics, LLCDec 2022 to now
- Altium Wealth Management LLCJan 2021 to Sep 2022
- TIAA-CREF Individual & Institutional Services, LLCSep 2016 to Jan 2021
- TIAASep 2016 to Nov 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3251952
- Firm CRD
- 145958