Todd WolffCRD Number: 2925200
Current Firm: Fidelity Personal And Workplace Advisors
Todd Wolff (CRD# 2925200) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Fidelity Brokerage Services LLC||Covington, KY||Jul 2016 - Current||5|
|Fidelity Investments||Covington, KY||Jan 2008 - Jul 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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