Daniel Sendi
Portfolio Advisory Group · Alexandria, Virginia
Daniel Sendi is a fee-only financial advisor at Portfolio Advisory Group in Alexandria, Virginia, who holds the CFP credential. Portfolio Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Portfolio Advisory Group |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $115.8M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2273282 |
| Exams passed | Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Daniel's firm compares
- Portfolio Advisory Group's average account is about $644,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Daniel
Is Daniel Sendi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Portfolio Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Portfolio Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Sendi based?
Daniel Sendi is based in Alexandria, Virginia.
What credentials does Daniel Sendi hold?
Daniel Sendi holds the CFP credential.
Is Daniel Sendi registered with the SEC?
Yes. Daniel Sendi is registered as an investment adviser representative in VA (CRD 2273282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Advisory Group manage?
Portfolio Advisory Group reports $115.8M across 180 accounts in assets under management.
How do I contact Daniel Sendi?
Contact details aren't on file yet. Search for Portfolio Advisory Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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