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Detailed Report
JOHN SCHUYLER NEFF
CRD#: 1440680
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Investment Adviser
PORTFOLIO MEDICS, LLCCRD#: 145958 FERNANDINA BEACH, FL
Registration History
201020122014201620182020202220242026IAPORTFOLIO MEDICS, LLC (CRD# 145958)2016 - Present (8 years)IACOASTAL INCOME AND CAPITAL PRE... (CRD# 161660)2012 - 2017 (5 years)IAINVEST FINANCIAL CORPORATION (CRD# 12984)2011 - 2012 (<1 year)IAENSEMBLE FINANCIAL SERVICES, INC. (CRD# 17443)2010 - 2011 (<1 year)
License(s)

State Registrations

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Florida 11/27/2017
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Georgia 12/14/2016
Current Registration(s)
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PORTFOLIO MEDICS, LLC (CRD#:145958)
FERNANDINA BEACH, FL
Registered with this firm since 12/14/2016
Previous Registration(s)
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 02/15/2012 - 12/31/2017 COASTAL INCOME AND CAPITAL PRESERVATION STRATEGIES, LLC (CRD#:161660) SAVANNAH, GA
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 07/07/2011 - 02/27/2012 INVEST FINANCIAL CORPORATION (CRD#:12984) SAVANNAH, GA
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 09/01/2010 - 06/23/2011 ENSEMBLE FINANCIAL SERVICES, INC. (CRD#:17443) SAVANNAH, GA
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Broker
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
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