Todd Wangler, financial advisor Bonita Springs FL
93 score

Todd Wangler

CRD Number: 4543651
Current Firm: Cadaret Grant & Co Inc.

Todd Wangler (CRD# 4543651) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bonita Springs, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wangler Wealth Management Bonita Springs, FL Jan 2015 - Current 1
Prentice Wealth Management, LLC Rochester, NY Feb 2012 - Current 4
Cadaret, Grant & Company, Inc. Rochester, NY Jun 2011 - Current 5
Prentice Wealth Management, LLC Rochester, NY Jun 2011 - Dec 2014 3
Woodbury Financial Services Inc. Penfield, NY Jan 2009 - Jun 2011 2
Lincoln Financial Distributors Philadelphia, PA Mar 2005 - Jan 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Todd M. Wangler
Phone Number: 315-471-2191
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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