Tod Creasap (CRD# 4402598) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 8 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Columbus, OH | Jul 2021 - Current | 2 |
| Jpmorgan Securities LLC | Columbus, OH | Jan 2018 - Jul 2021 | 3 |
| Huntington Investment Company | Columbus, OH | Jul 2015 - Jan 2018 | 2 |
| Huntington | Columbus, OH | Sep 2014 - Jan 2018 | 3 |
| Citi | Columbus, OH | Aug 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- OH
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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