David Sendi
Portfolio Advisory Group · Alexandria, Virginia
David 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 2215135 |
| Exams passed | Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
How David'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 David
Is David Sendi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Portfolio Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Sendi based?
David Sendi is based in Alexandria, Virginia.
What credentials does David Sendi hold?
David Sendi holds the CFP credential.
Is David Sendi registered with the SEC?
Yes. David Sendi is registered as an investment adviser representative in VA (CRD 2215135), 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 David 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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