CS
Cory A. Semel
PORTFOLIO MEDICS
Reno, NV 89519
Some features on this profile are disabled
CRD#: 5492964
CS
Professional summary
Cory Alexander Semel, who also goes by Cory Semel, is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Reno, Nevada.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cory has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 3 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cory Semel
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cory Alexander Semel'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
January 25, 2023 - Present
PORTFOLIO MEDICS, LLC
Office #1: 6100 Plumas Street, Suite 203, Reno, NV 89519RIA
CRD#: 145958
Reno, NV
Past
April 19, 2022 - November 9, 2022
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
Reno, NV
Past
July 15, 2020 - October 15, 2025
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Reno, NV
Past
December 10, 2015 - October 14, 2025
MODERN CAPITAL ADVISORS, LLC
RIA
CRD#: 131117
RENO, NV
Past
July 21, 2015 - July 13, 2018
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
BD
CRD#: 130390
Reno, NV
Past
May 21, 2013 - July 29, 2013
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
RENO, NV
Past
April 19, 2011 - May 25, 2011
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
BD
CRD#: 130390
RALEIGH, NC
Past
October 7, 2009 - December 8, 2009
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
LAS VEGAS, NV
Past
March 27, 2009 - August 17, 2009
FINANCIAL ADVISERS OF AMERICA, LLC
BD
CRD#: 142170
LAS VEGAS, NV
Past
March 12, 2008 - January 14, 2009
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
LAS VEGAS, NV
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
Nevada(1/25/2023)
Exams
State Security Law Exam
State Security Law 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.
