Portfolio Solutions LLC

Portfolio Solutions LLC (CRD# 107774) is a financial advisory firm headquartered in Troy, MI. They manage $1,444,900,440 in 1,728 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,445
    MILLION
  • Total Number of Accounts
    1,728
    ACCOUNTS
  • Average Account Value
    $836,169
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Portfolio Solutions LLC
Showing 1 - 8 of 8 top financial advisors.
1
John R. Bergmann
CRD#: 6042965
900 Wilshire Drive, Suite 200, Troy, MI 48084

John Bergmann (CRD# 6042965) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has 1 year of experience in the finance industry. John Bergmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Suzana Bogoevska
CRD#: 1940058
900 Wilshire Drive, Suite 200, Troy, MI 48084

Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 15 years of experience in the finance industry. Suzana Bogoevska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gary J. Brancaleone
CRD#: 5647973
900 Wilshire Drive, Suite 200, Troy, MI 48084

Gary Brancaleone (CRD# 5647973) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 11 years of experience in the finance industry. Gary Brancaleone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Branden Carney
CRD#: 6764743
900 Wilshire Dr., Suite 200, Troy, MI 48084

Branden Carney (CRD# 6764743) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 3 years of experience in the finance industry. Branden Carney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jennifer C. Flaherty
CRD#: 5764234
900 Wilshire Drive, Suite 200, Troy, MI 48084

Jennifer Flaherty (CRD# 5764234) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has 1 year of experience in the finance industry. Jennifer Flaherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Colin C. Grover
CRD#: 5101923
900 Wilshire Dr., Suite 200, Troy, MI 48084

Colin Grover (CRD# 5101923) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 13 years of experience in the finance industry. Colin Grover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael S. Nemick
CRD#: 6004954
900 Wilshire Drive, Suite 200, Troy, MI 48084

Michael Nemick (CRD# 6004954) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 4 years of experience in the finance industry. Michael Nemick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ashley E. Scott
CRD#: 6791736
900 Wilshire Drive, Suite 200, Troy, MI 48084

Ashley Scott (CRD# 6791736) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 2 years of experience in the finance industry. Ashley Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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