AdFi
CC

Christopher Charles Pollina

Investment Adviser Representative at Portfolio Medics, LLC

East Setauket, NYCRD #2552092Investment Adviser Representative
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Charles Pollina is an investment adviser representative with Portfolio Medics, LLC in East Setauket, NY, where they have been registered since 2021. They have worked in the securities industry since 1997 and have been registered with 7 firms, including MML Investors Services, LLC and Rockwell Global Capital LLC. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/15/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/27/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/28/1995
Series 24
General Securities Principal Examination
Passed 12/15/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Portfolio Medics, LLCCurrent
3/4/2021 – East Setauket, NY
MML Investors Services, LLC
8/10/2016 – 3/2/2021Melville, NY
Rockwell Global Capital LLC
11/5/2013 – 6/3/2014Melville, NY
Allied Beacon Partners, Inc.
1/2/2009 – 9/26/2013Pt. Jefferson Station, NY
Advanced Planning Securities, Inc.
7/24/1995 – 12/31/2008Smithtown, NY
Metlife Securities Inc.
3/1/1995 – 5/19/1995Springfield, MA
Metropolitan LIFE Insurance Company
3/1/1995 – 5/19/1995New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MASS Mutual LIFE Insurance Company
    May 2016 – Mar 2021Melville, NY
  2. MML Investors Services, LLC
    Jul 2016 – Mar 2021Melville, NY
  3. Portfolio Medics, LLC
    Mar 2021 – no end date reportedBonita Springs, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Portfolio Medics, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$150,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
84
Offices listed on AdvisorFinder:
8
Main office:
Bonita Springs, FL
SEC file number:
801-113846

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at Portfolio Medics, LLC

Showing 12 of 84 in the directory

View Portfolio Medics, LLC firm profile

Similar advisors in East Setauket, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Charles Pollina has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Christopher Charles Pollina (Portfolio Medics)