David Allen Sendi

Employer firm

Portfolio Advisory Group, Inc. CRD 116011

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  #Ia Portfolio Advisory Group, Inc.
  Alexandria, VA
• 03/2010 → Present
  Portfolio Tax Group, Inc.
  Alexandria, VA
• 03/2010 → Present
  David A Sendi
  Alexandria, VA

Other Businesses

1).PORTFOLIO TAX GROUP, INC. THE BUSINESS IS NOT INVESTMENT RELATED. 5425 DUKE ST. ALEXANDRIA, VA. 22304 TAX, BOOKKEEPING AND PAYROLL SERVICES POSITION-PRESIDENT START DATE 3/2010 ABOUT 25 HOURS AVERAGE PER MONTH DEVOTED TO OTHER BUSINESS ABOUT 12 HOURS AVERAGE PER MONTH DEVOTED TO BUSINESS DURING SECURITY TRADING HOURS SERVICES PROVIDED ARE TAX, BOOKKEEPING, AND PAYROLL SERVICES TO INDIVIDUALS, ESTATES, PARTNERSHIPS, RETIREMENT PLANS AND CORPORATIONS. 2). DAVID SENDI,ESQ. THE BUSINESS IS NOT INVESTMENT RELATED. 5425 DUKE ST. ALEXANDRIA, VA. 22304 LEGAL SERVICES POSITION-OWNER START DATE 03/2010 ABOUT 5 HOURS AVERAGE PER MONTH DEVOTED TO OTHER BUSINESS LESS THAN 1 HOUR PER MONTH DEVOTED TO OTHER BUSINESS DURING SECURITY HOURS. SERVICES PROVIDED ARE LEGAL SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-24

Designations

• Certified Financial Planner