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Gregory R Markus

PORTFOLIO MEDICS
Middleburg Heights, OH
·CRD# 7928192·2 years experience

Professional Summary

Gregory R Markus is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Middleburg Heights, Ohio. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gregory has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

PORTFOLIO MEDICS, LLC·CRD# 145958
RIA
7552 Pearl Road Suite A, Middleburg Heights, OH 44130
May 28, 2024 - Present

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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 - SEC (8/16/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (10/3/2018 Terminated)
California
Registered Investment Advisory firm - California (5/13/2019 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/3/2018 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (10/5/2018 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (11/18/2011 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (10/3/2018 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (11/18/2011 Terminated)
New York
Registered Investment Advisory firm - New York (11/18/2011 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (10/5/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (10/3/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (10/3/2018 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/3/2018 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (10/4/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/3/2018 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (11/13/2015 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (11/18/2011 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134

Phone Number

(239) 444-1766

# of Employees

75

SEC notice filing (42 States and Territories)

Registered to provide investment advisory services in 42 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2B BROCHURE TREVISAN 10.26 (10/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,805

AUM (Assets Under Management)

$780,459,366

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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.

Mr. Markus has the following Outside Business Activities. Managing Partner at taxSmarty Tax and Accounting Services. In this role Mr. Markus provides tax services for a variety of clients and dedicates 40 hours a month on this activity. Managing member at both Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. In this role Mr. Markus owns and operates rental properties. He spends approximately 10 hours a month in this endeavor. Treasurer/CFO for Rocky River City School District. In this role he has oversight and control of the financial activity of the Rock River School District. He spends approximately 160 hours a month in this endeavor. Treasurer, Brooklyn City Schools Support our Schools Political Action Committee("PAC"). In this role Mr. Markus controls the financial activity of the PAC. He spends approximately 4 hours a month on this activity. These practices could represent conflicts of interest given the nature of the Outside Business Activity. This conflict is mitigated by disclosures, procedures and the firm's fiduciary obligation to place the best interest of the client first.

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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 - SEC (8/16/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (10/3/2018 Terminated)
California
Registered Investment Advisory firm - California (5/13/2019 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/3/2018 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (10/5/2018 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (11/18/2011 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (10/3/2018 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (11/18/2011 Terminated)
New York
Registered Investment Advisory firm - New York (11/18/2011 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (10/5/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (10/3/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (10/3/2018 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/3/2018 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (10/4/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/3/2018 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (11/13/2015 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (11/18/2011 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Ohio
(6/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory R Markus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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