David Sendi has been President/Chief Compliance Officer 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
David 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 | 24 February 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Allen Sendi
- CRD
- 2215135
- Firm
- Portfolio Advisory Group · CRD 116011
- Role
- President/Chief Compliance Officer
- 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 David Sendi work?
David Sendi has been President/Chief Compliance Officer of Portfolio Advisory Group, Inc. since November 1998, and is a control person of the firm.
Is David Sendi a financial advisor?
Yes. David Sendi has a current investment-adviser registration in Virginia, through Portfolio Advisory Group since February 1999.
How many years of experience does David Sendi have?
David Sendi has 27 years in the financial industry, since February 1999, across 1 adviser firm.
What exams has David Sendi passed?
David Sendi passed the Series 65 in February 1992.
Where is David Sendi based?
David Sendi’s registered office is in Alexandria, VA.
Is David Sendi registered with FINRA?
No. David Sendi has no current broker registration.
How can I verify David Sendi’s record?
Search CRD 2215135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Sendi’s full registration record.