Tonya Ann Swinnea

Employer firm

Portfolio Design Services, LLC CRD 131506

$150M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/1997 → Present
  Desert Flower Creations
  Christiansted St. Croix, VI
• 03/2016 → Present
  Portfolio Design Services, Llc
  Roanoke, VA

Other Businesses

NAME: DESERT FLOWER CREATIONS INVESTMENT RELATED: NO ADDRESS: PO BOX 25884 CHRISTIANSTED, VI 00824 NATURE: JEWELRY DESIGN AND HAND MANUFACTURING OF THIS JEWELRY YOUR POSITION, TITLE, ASSOCIATION: OWNER START DATE: 1997 NUMBER OF HOURS DEVOTED PER MONTH: 40 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONE DUTIES: DESIGN AND CREATE JEWELRY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-03
• S63 Uniform Securities Agent State Law Examination
  1990-10-12

Other Names

• Tonya A Menapace
• Tonya A Swinnea
• Tonya Ann Swinnea
• Tonya A Swinnea
• Tonya Ann Menapace