Ty Lavictoire
Financial advisor at Portfolio Medics, LLC · Bonita Springs, FL
Last updated 2026-10-10
Claim your profileTy Lavictoire is a financial advisor at Portfolio Medics, LLC in Bonita Springs, FL, CRD 7800570. Licenses and exams on the registration: Series 65. IAPD registration began 2023-09-05.
Registration
- CRD number
- 7800570
- Registration status
- Active
- IAPD registration
- 2023-09-05
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2023-08 to 2024-07 · Florida Financial Advisors · Jacksonville, FL
- 2022-09 to 2023-06 · University of San Francisco · San Francisco, CA
- 2020-04 to 2020-08 · Save Pharmaceutical · New York, NY
- 2019-10 to 2020-02 · Joyrun Inc. · San Francisco, CA
- 2013-08 to 2019-08 · Mill River Union High School · Clarendon, VT
- 2020-08 to 2022-09 · University of San Francisco · San Francisco, CA
- 2023-12 to 2024-07 · Trinity Wealth Securities, LLC · Jacksonville, FL
- 2024-07 to Present · Portfolio Medics · Bonita Springs, FL
Current employment
- Portfolio Medics, LLC · Bonita Springs, FL
Portfolio Medics, LLC
- Regulatory AUM
- $780,459,366
- Registered advisors
- 80
- Offices
- 74
- Clients per advisor
- 36.6 (Low)
- Average AUM per client
- $266.5K (Low)
- High-net-worth client ratio
- 1.3% (Low)
Portfolio Medics, LLC: advisors, services and reported ETF investments
About
Ty Lavictoire is a financial advisor at Portfolio Medics, LLC in Bonita Springs, FL. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Portfolio Medics, Trinity Wealth Securities, LLC, Florida Financial Advisors, University of San Francisco, among others.
Portfolio Medics, LLC's firm-level Form ADV reports 80 advisors across 74 offices; approximately 36.6 clients per advisor, average assets per client of $266,459, and regulatory AUM of $780.5M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Portfolio Medics, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
27499 Riverview Center Blvd, Bonita Springs, FL 34134
65 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (239) 444-1766
- Website: portfoliomedics.com
- Youtube
Official record
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