Dalsamy Porrata-Doria, financial advisor Houston TX
93 score

Dalsamy Porrata-Doria

CRD Number: 4583027
Current Firm: Corda Investment Management, LLC

Dalsamy Porrata-Doria (CRD# 4583027) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Corda Investment Management, LLC Houston, TX Dec 2013 - Current 3
Bank Of America, N.a. Houston, TX Dec 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Nov 2012 - Dec 2013 1
J.p. Morgan Securities LLC Houston, TX Oct 2012 - Nov 2012 < 1
Chase Investment Services Corp Tomball, TX May 2011 - Nov 2012 1
Unemployed Houston, TX Jan 2011 - May 2011 < 1
Symetra Financial Bellevue, WA Apr 2008 - Jan 2011 2
Symetra Investment Services, Inc. Bellevue, WA Apr 2008 - Jan 2011 2
Td Ameritrade Inc. The Woodlands, TX Nov 2007 - Apr 2008 < 1
Ifmg Securities, Inc. Houston, TX Aug 2006 - Nov 2007 1
Jp Morgan Chase Bank Houston, TX Jun 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Dalsamy Porrata-Doria
Phone Number: 713-439-0665
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    702
    MILLIONS
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $341,440
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MN, MO, MS, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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