Todd Tevens, financial advisor Buffalo NY

Todd Tevens

CRD Number: 4262030
Current Firm: Cadaret Grant & Co Inc.

Todd Tevens (CRD# 4262030) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Buffalo, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lawleyretirement Advisors Buffalo, NY Jan 2016 - Current 5
Cadaret, Grant & Company, Inc. Buffalo, NY Mar 2013 - Current 7
Lawley Benefits Group, LLC Buffalo, NY Mar 2013 - Current 7
Lawley Courier Advisors Buffalo, NY Mar 2013 - Jan 2016 2
Manulife Asset Management (us) LLC Boston, MA Dec 2012 - Mar 2013 < 1
John Hancock Snyder, NY May 2009 - Mar 2013 3
John Hancock Distributors LLC Boston, MA May 2009 - Mar 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Todd M. Tevens
Phone Number: 315-471-2191
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,596
    MILLIONS
  • Total Number of Accounts
    14,966
    ACCOUNTS
  • Average Account Value
    $307,079
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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, 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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