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Christopher Charles Pollina

Portfolio Medics, LLC

East Setauket, NY

CRD 2552092

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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
NY RA APPROVED 2021-03-04
  • NY RA
    APPROVED
    Since 2021-03-04

Branch Locations

East Setauket, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Melville NY 05/2016 03/2021
Mml Investors Services, Llc Melville NY 07/2016 03/2021
Portfolio Medics, Llc Bonita Springs FL 03/2021 Present
  • 05/2016 → 03/2021
    Mass Mutual Life Insurance Company
    Melville, NY
  • 07/2016 → 03/2021
    Mml Investors Services, Llc
    Melville, NY
  • 03/2021 → Present
    Bonita Springs, FL
Other Businesses

(1) NAME: SMART SOLUTIONS VENDING INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: RETAIL SALES POSITION: OWNER/ OPERATOR START DATE: 02/2015 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER AND OPERATOR OF HEALTHY SNACKS VENDING AFTER HOURS AND WEEKENDS. Independent Insurance Agent, non investment related, selling of insurance products, 10 hours a week during market and non-market hours Deliverer, Postmates, delivery of products, not investment related, 30 hours a week during non-market hours. (2) NAME: CHRISTOPHER POLLINA, 20/20 FINANCIAL SOLUTIONS, INC. INV REL: Y ADDR: 48 SOUTH SERVICE ROAD, SUITE 400, MELVILLE, NY 11747 NATURE: NON-MMLIA: LIFE, DISABILITY, LONG-TERM CARE, HEALTH POSITION: AGENT START: 11/1/2020 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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