Todd Warner, financial advisor Chester CT
93 score

Todd Warner

CRD Number: 3158723
Current Firm: Private Advisor Group, LLC

Todd Warner (CRD# 3158723) is an Investment Advisor Representative working at Private Advisor Group, LLC in Chester, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Chester, CT Aug 2014 - Current 2
Private Advisor Group, LLC Chester, CT Aug 2014 - Current 2
Metlife Securities Inc. Shelton, CT Jan 2007 - Aug 2014 7
Metlife Insurance Co Shelton, CT Jan 2007 - Aug 2014 7
Park Avenue Securities Farmington, CT Sep 2005 - Dec 2006 1
Guardian Life Insurance Company Of America Farmington, CT Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Todd A. Warner
Phone Number: 973-538-7010
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, VI, 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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