DP
DP

Demitry Leonid Portnoy

24 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
53 clients
Average Client Portfolio
$641K average
Assets Under Management
$34.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

1000 Rxr Plaza, East Tower, Uniondale, NY, 11556

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Demitry is the CEO of Demitry Portnoy, Inc., spending a few hours per week on administrative tasks. He is also a non-voting passive member in multiple JGUN affiliated Buttonwood Funds and involved with American Pride Wealth Management Group, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Joseph Gunnar & CO., LLC
January 2017 - Present · 9 yrs 1 mo
Joseph Gunnar & CO. LLCBroker
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
American Capital Partners, LLCBroker
August 2002 - January 2009 · 6 yrs 5 mos
Milestone Financial Services, INC.Broker
July 2001 - August 2002 · 1 yr 1 mo
Joseph Gunnar & CO. LLCBroker
March 2001 - August 2001 · 5 mos
Continental Broker-Dealer CORP.Broker
December 2000 - March 2001 · 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.