Christopher Pollina
Christopher Pollina is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in East Setauket, NY, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
East Setauket, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Christopher owns and operates Smart Solutions Vending, selling healthy snacks, dedicating about 10-20% of his time. He is also an independent insurance agent and a delivery driver for Postmates, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
MML Investors Services, LLCBroker
Rockwell Global Capital LLCBroker
Allied Beacon Partners, INC.Broker
Advanced Planning Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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