Casey S. Croysdale
PORTFOLIO MEDICS
Bonita Springs, FL 34134
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CRD#: 4220694
Professional summary
Casey S Croysdale, CFP® is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Bonita Springs, Florida.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Casey has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
OHSAA & USSF LICENSED SOCCER OFFICIAL
NATURE OF BUSINESS: REFEREE HIGH SCHOOL AND NON-AFFLIATED SOCCER GAMES
TITLE: SOCCER OFFICIAL
TIME SPENT: 2 HRS/WEEK
COMPENSATION: FEES
Insurance Agent, Trulip Planning, LLC. Selling of insurance products. Approximately 5 hours a week during market and non-market hours are spent on this endeavor
Insurance Agent under Trulip Retirement Planning, LLC Selling of insurance products. Investment related and time spent is five hours a week during market and non-market hours on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Casey S Croysdale'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: 2014
Experience
Current
April 1, 2019 - Present
PORTFOLIO MEDICS, LLC
Office #1: 27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134RIA
CRD#: 145958
Bonita Springs, FL
Past
September 6, 2017 - April 1, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
CINCINNATI, OH
Past
September 1, 2009 - January 22, 2015
TOUCHSTONE ADVISORS INC
RIA
CRD#: 107028
CINCINNATI, OH
Past
August 27, 2009 - June 5, 2017
TOUCHSTONE SECURITIES, INC.
BD
CRD#: 1526
CINCINNATI, OH
Past
February 11, 2009 - August 26, 2009
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
WEST CHESTER, OH
Past
February 10, 2009 - August 26, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
WEST CHESTER, OH
Past
January 9, 2007 - December 31, 2008
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
LAFAYETTE, IN
Past
February 25, 2005 - December 31, 2008
WRP INVESTMENTS, INC.
BD
CRD#: 7365
LAFAYETTE, IN
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(9/9/2025)
IAR
Indiana(4/1/2019)
IAR
Kentucky(4/8/2020)
IAR
Ohio(4/2/2019)
IAR
Texas(4/1/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
