Ty Lavictoire
Investment adviser representative at Portfolio Medics, LLC
13 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
13 years in the industry.
- Portfolio Medics, LLCJul 2024 to now
- Trinity Wealth Securities, LLCDec 2023 to Jul 2024
- Florida Financial AdvisorsAug 2023 to Jul 2024
- University of San FranciscoAug 2020 to Jun 2023
- Save PharmaceuticalApr 2020 to Aug 2020
- Joyrun Inc.Oct 2019 to Feb 2020
- Mill River Union High SchoolAug 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7800570
- Firm CRD
- 145958