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Casey S Croysdale

Portfolio Medics, LLC

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About Casey S Croysdale

Casey Croysdale is a financial advisor who has been in the industry for over 15 years. Casey is registered to provide investment advice in Indiana, Kentucky, Ohio and Texas. Casey is currently employed by Portfolio Medics, LLC. Casey is a Certified Financial Planner and has been recognized for his work in the industry. In addition to his work as a financial advisor, Casey also works as a licensed soccer official.

Firm Information

Casey Croysdale is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Croysdale’s Registration & Firm History

FL

04/01/2019 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

OH

08/27/2009 - 06/05/2017

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

OH

02/10/2009 - 08/26/2009

NATCITY INVESTMENTS, INC. (WEST CHESTER OH)

IN

02/25/2005 - 12/31/2008

WRP INVESTMENTS, INC. (LAFAYETTE IN)

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Licenses & Designations

BOTH

Issued 03/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey S Croysdale.
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