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Henry Carl Angelucci

Portfolio Medics, LLC

Princeton, NJ

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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-03
NJ RA APPROVED 2026-08-03
  • CA RA
    APPROVED
    Since 2026-08-03
  • NJ RA
    APPROVED
    Since 2026-08-03

Branch Locations

300 Carnegie Center Suite 150, Princeton, NJ 08542 • 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
Knights Of Columbus New Haven CT 10/2012 10/2017
Thrivent Investment Management Inc Hamilton NJ 08/2017 06/2019
Thrivent Financial Appleton WI 10/2017 12/2017
Thrivent Financial Appleton WI 12/2017 06/2019
Knights Of Columbus Insurance New Haven CT 06/2019 10/2021
Knights Of Columbus Asset Adviors Llc New Haven CT 06/2021 10/2021
Portfolio Medics Bonita Springs FL 10/2021 Present
Equis Financial Bonita Springs FL 10/2021 01/2025
Magellan Financial Princeton NJ 01/2024 01/2025
Signal Advisors Princeton NJ 01/2025 Present
  • 10/2012 → 10/2017
    Knights Of Columbus
    New Haven, CT
  • 08/2017 → 06/2019
    Hamilton, NJ
  • 10/2017 → 12/2017
    Thrivent Financial
    Appleton, WI
  • 12/2017 → 06/2019
    Thrivent Financial
    Appleton, WI
  • 06/2019 → 10/2021
    Knights Of Columbus Insurance
    New Haven, CT
  • 06/2021 → 10/2021
    Knights Of Columbus Asset Adviors Llc
    New Haven, CT
  • 10/2021 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 10/2021 → 01/2025
    Equis Financial
    Bonita Springs, FL
  • 01/2024 → 01/2025
    Magellan Financial
    Princeton, NJ
  • 01/2025 → Present
    Signal Advisors
    Princeton, NJ
Previous Registrations
Other Businesses

Mr. Angelucci has the following Outside Business Activities; Independent Insurance agent through Signal Advisors where Mr. Angelucci transacts in life insurance and annuities. He spends approximately 80 hours a month in this non-market related business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-09
S66 Uniform Combined State Law Examination 2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2021-08-09
  • S66 Uniform Combined State Law Examination
    2017-10-13
Other Names
  • Henry Carl Angelucci

View on SEC IAPD

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