TM
Tina Mistry
CRD 5520596
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Portfolio Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Portfolio Advisors, Inc.
President, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer · Less than 5% · May 2024
-
Portfolio Advisors, Inc.
Trustee · GP / trustee / elected manager · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗