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).
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Total Assets Under Management1,445MILLION
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Total Number of Accounts1,728ACCOUNTS
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Average Account Value$836,169
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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.
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.
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.
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.
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.
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.
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.
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.