Todd Batty, financial advisor Boston MA

Todd Batty

CRD Number: 4537545
Current Firm: Strategic Advisers LLC

Todd Batty (CRD# 4537545) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 2
Fidelity Investments Bethesda, MD Jan 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Todd H. Batty
By the Numbers
  • Total Assets Under Management
    456,711
    MILLIONS
  • Total Number of Accounts
    1,020,429
    ACCOUNTS
  • Average Account Value
    $447,567
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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