Curtis M. Hill
PORTFOLIO MEDICS
Los Angeles, CA 90035
Some features on this profile are disabled
CRD#: 2462110
Professional summary
Curtis Martin Hill, CFP® is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Los Angeles, California.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Curtis has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SERENITY WEALTH MANAGEMENT, DBA of
Portfolio Medics, LLC RIA.
27499 Riverview Center BLVD
Bonita Springs, FL 34134
SERENITY WEALTH MANAGEMENT - FIXED INSURANCE
POSITION: sales NATURE: Fixed insurance with various companies, investment related, address same as registered
location, start october 2013, 3 hrs. per week - varies during trading hours insurance agent
- sells life, long-term care, and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/13/2013
ADDRESS: 1223 ROXBURY DR, SUITE 303, LOS ANGELES, CA 90035, United States
DESCRIPTION: Fixed insurance with various companies, investment related, address same as registered
location, start october 2013, 3 hrs. per week - varies during trading hours insurance agent
- sells life, long-term care, and fixed annuities
MODERN MILLENNIUM PRESS
POSITION: writer owner NATURE: Publishing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009
ADDRESS: 1223 ROXBURY DR, SUITE 303, LOS ANGELES, CA 90035, United States
DESCRIPTION: self publishing of books
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Martin Hill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
August 1, 2019 - Present
PORTFOLIO MEDICS, LLC
Office #1: 1223 Roxbury Dr. Suite 303, Los Angeles, CA 90035Office #2: 444 West Ocean Blvd 1400, Long Beach, CA 90802RIA
CRD#: 145958
Los Angeles, CA
Past
April 7, 2016 - August 1, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LOS ANGELES, CA
Past
April 7, 2016 - August 1, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LOS ANGELES, CA
Past
December 13, 2013 - April 11, 2016
CETERA ADVISORS LLC
RIA
CRD#: 10299
ENCINO, CA
Past
December 13, 2013 - April 11, 2016
CETERA ADVISORS LLC
BD
CRD#: 10299
ENCINO, CA
Past
November 25, 2013 - December 17, 2013
D.A. DAVIDSON & CO.
RIA
CRD#: 199
ENCINO, CA
Past
November 25, 2013 - December 17, 2013
D.A. DAVIDSON & CO.
BD
CRD#: 199
ENCINO, CA
Past
November 4, 2013 - November 25, 2013
CROWELL WEEDON & CO.
RIA
CRD#: 168622
ENCINO, CA
Past
November 4, 2013 - November 25, 2013
CROWELL WEEDON & CO.
BD
CRD#: 168622
ENCINO, CA
Past
January 9, 2009 - November 4, 2013
CROWELL, WEEDON & CO.
RIA
CRD#: 193
ENCINO, CA
Past
January 9, 2009 - November 4, 2013
CROWELL, WEEDON & CO.
BD
CRD#: 193
ENCINO, CA
Past
November 28, 2003 - January 21, 2009
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
BEVERLY HILLS, CA
Past
November 28, 2003 - January 21, 2009
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
BEVERLY HILLS, CA
Past
July 8, 1997 - December 2, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
LOS ANGELES, CA
Past
August 3, 1994 - December 2, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
May 11, 1994 - July 21, 1994
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/1/2019)
IAR
Florida(9/30/2021)
IAR
North Carolina(12/1/2022)
IAR
South Carolina(3/13/2023)
IAR
Texas(8/23/2021)
IAR
Washington(8/1/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 444-1766
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (41 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 3,702 |
| AUM (Assets Under Management) | $ 552,733,331 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
