Daniel Sendi has been Vice-President of Portfolio Advisory Group since November 1998, is a control person of the firm and directly owns between 50% and 75% of it.
Portfolio Advisory Group, Inc. is an Alexandria, VA firm with $116M under management, 71 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 27 yearsAlexandria, VA · Adviser representative · Firm CRD 116011
Investment adviser representative registrations
Daniel Sendi is registered as an investment adviser representative in Virginia, since February 1999.
- VirginiaSince 19 February 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Thomas Sendi
- CRD
- 2273282
- Firm
- Portfolio Advisory Group · CRD 116011
- Role
- Vice-President
- Office
- 5425 DUKE STREET, Alexandria, VA 22304
- Registration
- Investment adviser registration
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Sendi work?
Daniel Sendi has been Vice-President of Portfolio Advisory Group, Inc. since November 1998, and is a control person of the firm.
Is Daniel Sendi a financial advisor?
Yes. Daniel Sendi has a current investment-adviser registration in Virginia, through Portfolio Advisory Group since February 1999.
How many years of experience does Daniel Sendi have?
Daniel Sendi has 27 years in the financial industry, since February 1999, across 1 adviser firm.
What exams has Daniel Sendi passed?
Daniel Sendi passed the Series 65 in November 1992.
Where is Daniel Sendi based?
Daniel Sendi’s registered office is in Alexandria, VA.
Is Daniel Sendi registered with FINRA?
No. Daniel Sendi has no current broker registration.
How can I verify Daniel Sendi’s record?
Search CRD 2273282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Sendi’s full registration record.