Adam J Link
Investment adviser representative at Portfolio Medics, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Portfolio Medics, LLCJun 2024 to now
- Fireweed CapitalNov 2022 to now
- CoinbaseMar 2020 to now
- FluidityJul 2017 to Jun 2020
- GiftloopFeb 2017 to Jul 2017
- Science IncMar 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 5807357
- Firm CRD
- 145958