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Geryl Werner Winterowd

Portfolio Medics, LLC

Bonita Springs, FL

Round Rock, TX

CRD 6643360

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Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-29
  • TX RA
    APPROVED
    Since 2016-04-29

Branch Locations

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

1508 Weiskopf Loop, Round Rock, TX 78664 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Medics, Llc Bonita Springs FL 04/2016 Present
Maxim Integrated Productions Austin TX 12/2011 Present
  • 04/2016 → Present
    Portfolio Medics, Llc
    Bonita Springs, FL
  • 12/2011 → Present
    Maxim Integrated Productions
    Austin, TX
Other Businesses

Maxim Integrated Productions, Non Investment-Related, Austin TX, Technology Company, IT Director, 12/2011, 40 Hrs/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-28
  • S65 Uniform Investment Adviser Law Examination
    2016-03-28

View on SEC IAPD

Nearby Firms

PELICAN WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Nearby Investors

JOHN MICHAEL HACKNEY
MARK DAVID FENTON
Joseph Matthew Pasquinelli

Nearby Offices

PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL

More in Bonita Springs, FL

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