pm
Portfolio Medics, LLC
SEC-regulated
Registered investment advisor
Peter McFadden is an Investment Advisor Representative at Portfolio Medics, LLC, based in Manorville, New York. He graduated from Marist College in 1980 with a BS in Accounting. Mr. McFadden has been with Portfolio Medics since September 2020. He has no legal or disciplinary events that are material to clients. There are no outside business activities or additional compensation received by Mr. McFadden. He is supervised by John Billy, the Chief Compliance Officer at Portfolio Medics. The firm has a Code of Ethics and internal compliance to guide employees in meeting fiduciary obligations. Portfolio Medics is subject to regulatory oversight and examinations by regulators. Mr. McFadden does not have any additional information to disclose as a State Registered Advisor. Clients interested in further details can contact Portfolio Medics at (239) 444-1766.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting