linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Louis Porta

Wilmington Trust Investment Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Louis? Claim Your Profile

About Louis Porta

Louis Porta is an Investment Advisor Representative associated with Wilmington Trust Investment Advisors, Inc. Louis is a licensed Investment Advisor Representative in Maryland. Louis has been in the industry since November 2001. Louis is also associated with The Legacy Trust 2011. Louis has Series 66, Series 7TO and SIE licenses. Louis holds the Chartered Financial Analyst designation.

Firm Information

Louis Porta is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Louis Porta’s Registration & Firm History

DE

08/08/2024 - Present

Wilmington Trust Investment Advisors, Inc. (WILMINGTON DE)

NY

06/11/2021 - 09/07/2022

ROCKEFELLER FINANCIAL LLC (New York NY)

NY

12/20/2018 - 06/14/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Louis Porta is right for you?

Licenses & Designations

BOTH

Issued 12/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Porta.
Not sure if Louis Porta is right for you?