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Henry Carl Angelucci

Portfolio Medics, LLC

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About Henry Carl Angelucci

Henry Carl Angelucci is a registered Investment Advisor Representative with Portfolio Medics, LLC. Henry has been in the financial industry for over 10 years. Previously, Henry was an Investment Advisor Representative with THRIVENT INVESTMENT MANAGEMENT INC. Henry has a Series 66 and Series 65 license as well as a Series 7 and SIE license. Henry is a graduate of the University of Connecticut. Henry provides financial planning, pension consulting, portfolio management for individuals and selection of other advisors.

Firm Information

Henry Angelucci 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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Henry Angelucci’s Registration & Firm History

NJ

10/14/2021 - Present

Portfolio Medics, LLC (Princeton NJ)

NJ

09/21/2017 - 06/28/2019

THRIVENT INVESTMENT MANAGEMENT INC. (Hamilton NJ)

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Licenses & Designations

IA

Issued 08/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Carl Angelucci.
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