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John Trevisan

Investment adviser representative at Portfolio Medics, LLC
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. Portfolio Medics, LLCJun 2026 to now
  2. Porto FinancialFeb 2025 to now
  3. VuoriMay 2024 to Jan 2025
  4. Springfield Country ClubApr 2023 to Aug 2023
  5. Lumis ConsultingMar 2023 to Feb 2025
  6. ChipotleFeb 2023 to Jun 2023
  7. Trev CustomsJun 2022 to Jan 2025
  8. Moser HomesJun 2022 to Aug 2022
  9. Newtown Edgmont Little LeagueSep 2021 to Oct 2022
  10. StudentJun 2016 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
8306270
Firm CRD
145958
Advisor's SEC record (opens in a new tab)
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