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Employer firm

Private Portfolio, Inc. CRD 36644

$50.0M regulatory AUM 37 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Private Portfolio, Inc.

7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-05-09
CA RA APPROVED 2006-03-15
  • FL RA
    APPROVED
    Since 2012-05-09
  • CA RA
    APPROVED
    Since 2006-03-15

Branch Locations

7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037 • United States

7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535 • UNITED STATES

7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • 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
Private Portfolio Of San Diego, Inc. La Jolla CA 08/1994 Present
  • 08/1994 → Present
    Private Portfolio Of San Diego, Inc.
    La Jolla, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-20
  • S63 Uniform Securities Agent State Law Examination
    1994-10-20
Other Names
  • Eduardo P Toyar
  • Eduaardo Tovar
  • Eduardo Tovar

View on SEC IAPD

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