Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in Pittsburgh

Investment adviser representative · Portfolio Medics, LLC

Trent V. Speckman

CRD 1580016 · Bonita Springs, FL

At a glance

Trent V. Speckman is an investment adviser representative with Portfolio Medics, LLC in Bonita Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trent’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Consultant.

Current advisory firm

SEC adviser record

Registered since
2017 (9 years)
Designations
Chartered Financial Consultant
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Trent’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Portfolio Medics, LLC

Every advisor at Portfolio Medics, LLC →Portfolio Medics, LLC: assets, clients and custodians →Financial advisors in Bonita Springs, FL →Every Portfolio Medics, LLC advisor in Bonita Springs →Advisor Moves: who changed firms this week →