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NP

Neil W. Portus

OLIVEHURST ADVISORS LLC
Roseville, CA
Some features on this profile are disabled
CRD#: 4278406
NP

Professional summary

Neil W Portus, who also goes by Neil Worsley Portus, Neil Portus, is a registered financial advisor currently at OLIVEHURST ADVISORS LLC located in Roseville, California.

Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Neil has worked at 6 firms and has passed the Series 65, Series 63, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Neil Worsley Portus | Neil Portus

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.
Name: Tailored Partners LLC Not investment related Address: 3113 Quincy Ave, Roseville, CA, 95747 Nature: Interim CFO Consulting Title: Managing Partner Start date: 07/2012 Hours per month: 80 hours per month Hours per month during securities trading hours: 80 hours per month Duties: Interim CFO Consulting for businesses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neil W Portus'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®
None

Experience

Current

November 20, 2023 - Present

OLIVEHURST ADVISORS LLC

RIA
CRD#: 328287
Roseville, CA
Past

July 14, 2009 - November 21, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

September 22, 2008 - February 12, 2009

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 22, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 2, 2002 - July 8, 2005

LIBRA SECURITIES, LLC

BD
CRD#: 104161
LOS ANGELES, CA
Past

December 8, 2000 - December 31, 2001

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN

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
(11/20/2023)
IAR
Texas
(10/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/10/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 9/8/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 12/7/2000
General Securities Representative Examination

Current Firm

OA
OLIVEHURST ADVISORS LLC
OLIVEHURST ADVISORS LLC

CRD#: 328287 / SEC#:

California
Registered Investment Advisory firm - (11/20/2023 Approved)
Texas
Registered Investment Advisory firm - (10/3/2024 Conditional Restricted)
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Contact information

Main Address
Roseville, CA
Mailing Address
Phone number
(917) 994-0360
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

OLIVEHURST ADVISORS LLC

CRD#: 328287Roseville, CA

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