Saul Obdiel Perez
Investment adviser representative at Portfolio Medics, LLC
8 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
8 years in the industry.
- Portfolio Medics, LLCAug 2024 to now
- Revamp FinancialAug 2024 to now
- Guardian Life InsuranceApr 2024 to Aug 2024
- Park Avenue SecuritiesApr 2024 to Aug 2024
- Mutual of Omaha Investor ServicesJan 2023 to Jan 2024
- Mutual of Omaha Insurance CompanyNov 2022 to Feb 2024
- Massmutual Pacific CoastAug 2022 to Nov 2022
- Northwestern Mutual Wealth Management CompanyApr 2022 to Aug 2022
- Revamp Financial, LLCMar 2022 to Apr 2024
- Northwestern Mutual Investment Services LLCJan 2022 to Aug 2022
- Northwestern Mutual Life Insurance CompanyDec 2021 to Sep 2022
- Chase BankApr 2019 to Dec 2021
- Crown ToyotaMar 2018 to Apr 2019
- Wells Fargo BankMay 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
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
- 7112296
- Firm CRD
- 145958