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Hugo Alberto Cruz

Portfolio Medics, LLC

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About Hugo Alberto Cruz

Hugo Alberto Cruz is an investment advisor representative with Portfolio Medics, LLC. Hugo Cruz is registered with the state of Texas. Hugo Cruz has been in the financial industry since July 2001. Hugo Cruz has experience in financial planning, pension consulting, and portfolio management. Hugo Cruz is also an independent insurance agent and has experience in providing catering services through Q-VO Enterprises.

Firm Information

Hugo Cruz 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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Hugo Cruz’s Registration & Firm History

TX

01/25/2023 - Present

Portfolio Medics, LLC (San Antonio TX)

TX

07/17/2003 - 11/25/2009

WILBANKS SECURITIES, INC. (MCALLEN TX)

TX

07/31/2001 - 06/30/2003

RBR SECURITIES, INC. (SAN ANTONIO TX)

MN

07/30/2001 - 07/31/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/27/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hugo Alberto Cruz.
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