Todd Wishnia, financial advisor Memphis TN

Todd Wishnia

CRD Number: 6501976
Current Firm: Highland Capital Management, LLC

Todd Wishnia (CRD# 6501976) is an Investment Advisor Representative working at Highland Capital Management, LLC in Memphis, TN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Highland Capital Management, LLC Memphis, TN May 2015 - Current 8
Unemployed New York, NY Sep 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Todd I. Wishnia
Phone Number: 901-761-9500
Registered State(s):
  • FL
  • TN
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $3,253,577
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, MS, NY, PA, TN, TX

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