SF
Sisse S. Ferguson-torok
PORTFOLIO MEDICS
Tampa, FL 33602
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CRD#: 4953020
SF
Professional summary
Sisse Sy Ferguson-torok, who also goes by Sisse Sy Ferguson, Sisse Sy, is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Tampa, Florida.
Sisse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sisse has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sisse Sy Ferguson | Sisse Sy
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.
ORACLE TAX SERVICES, LLC DBA EXCEL FINANCIAL AND TAX SERVICES POSITION: 100% Owner, and Managing Member NATURE: Full Service Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/18/2014 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Accounting and managing partner duties ORACLE FINANCIAL SERVICES, LLC DBA EXCEL FINANCIAL & TAX SERVICES POSITION: Managing Partner & Agent NATURE: Insurance: Disability, Life, LTC, Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2014 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Sales and Services HEALTHCARE TRANSPORTATION, LLC POSITION: Managing Partner, Chief Financial Officer NATURE: Non-Emergency Medical Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2018 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Supervisory duties ORACLE CONSULTING SERVICES, LLC DBA EXCEL NOTARY PROS POSITION: Managing Partner NATURE: Notary and Document Preparation Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Supervisory duties Healthcare TRANSPORTATION, LLC POSITION: Member. NATURE: Non-Emergency Medical Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2021 ADDRESS: 26719 Middleground Loop, Wesley Chapel FL 33544, United States DESCRIPTION: Supervisory. Accounting done through my accounting firm.
CRS (Client Relationship Summary) - RIA
Click below to view Sisse Sy Ferguson-torok'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®
NoneExperience
Current
September 4, 2025 - Present
PORTFOLIO MEDICS, LLC
Office #1: 610 E Zack Street Ste 110, Tampa, FL 33602RIA
CRD#: 145958
Tampa, FL
Past
June 14, 2022 - September 8, 2025
CAPITAL ANALYSTS
RIA
CRD#: 162200
Tampa, FL
Past
May 27, 2022 - September 8, 2025
LINCOLN INVESTMENT
RIA
CRD#: 519
Orlando, FL
Past
December 1, 2020 - June 3, 2022
PORTFOLIO MEDICS, LLC
RIA
CRD#: 145958
Tampa, FL
Past
June 12, 2008 - March 6, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
ORLANDO, FL
Past
June 4, 2008 - March 6, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ORLANDO, FL
Past
September 29, 2005 - April 11, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ORLANDO, FL
Past
September 28, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 28, 2005 - April 11, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ORLANDO, FL
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
Florida(9/22/2025)
IAR
Texas(9/4/2025)
Exams
State Security Law Exam
State Security Law 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.
