Tina Mistry
Investment adviser representative at Portfolio Advisors, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$261.2MFirm assets
Are you Tina Mistry? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Portfolio Advisors, Inc.Jul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Portfolio Advisors, Inc.
$261.2MAssets managed
238Clients
4Advisers
35 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
- 5520596
- Firm CRD
- 106111