Luis E Portilla
Professional Summary
Luis E Portilla is a registered financial advisor currently at SMALLWOOD FINANCIAL GROUP LLC located in Summit, New Jersey. Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Luis has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
SMALLWOOD FINANCIAL GROUP LLC
Contact Information
Main Address
160 Summit Ave. #203, Summit, NJ 07901Mailing Address
55 Union Place, Summit, NJ 07901Phone Number
(908) 988-4191# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
73AUM (Assets Under Management)
$37,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Luis E Portilla's CRS (Customer Relationship Summary).
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