Sisse Sy Ferguson-torok
Investment adviser representative at Portfolio Medics, LLC
15 yearsExperience
2 statesRegistered in
$780.5MFirm assets
8 yearsFirm in business
Are you Sisse Sy Ferguson-torok? Claim your profile
Contact this firm
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, LLCSep 2025 to now
- Healthcare Transportation LLCMar 2022 to now
- Excel Financial and Tax ServicesMar 2014 to now
- Capital AnalystsMay 2022 to Sep 2025
- Lincoln InvestmentMay 2022 to Sep 2025
- Portfolio Medics, LLCSep 2020 to May 2022
- Northwestern Mutual Investment Services, LLCMar 2011 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 4953020
- Firm CRD
- 145958