DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Henry Anthony Portillo
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Henry Anthony Portillo
At current firm
0 y
since Aug 11, 2026
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Navy Federal Investment Services, LLC BD affiliated currentsince Aug 11, 2026 · Vienna, Va
- Strategic Advisers LLC national BDMar 31, 2025 to Aug 1, 2025 · Los Angeles, Ca
- Fidelity Personal And Workplace Advisors formerMay 22, 2024 to Mar 31, 2025 · Los Angeles, Ca
- Transamerica Financial Advisors, LLC BD affiliatedAug 28, 2020 to Dec 18, 2023 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Navy Federal Investment Services, LLCleft Aug 1, 2025, registered Aug 11, 2026 (375 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Transamerica Financial Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Dec 18, 2023, registered May 22, 2024 (156 days) · Affiliated broker-dealer or bank to another
Signals
- Henry Anthony Portillo left Strategic Advisers Llc for Navy Federal Investment Services, Llc (registered 2026-08-11)Aug 1, 2025 · Advisor changed firm · fact
- Henry Anthony Portillo left Transamerica Financial Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2024-05-22)Dec 18, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address