Todd Resnick, financial advisor Beachwood OH

Todd Resnick

CRD Number: 5286367
Current Firm: Mgo One Seven

Todd Resnick (CRD# 5286367) is an Investment Advisor Representative working at Mgo One Seven in Beachwood, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Tcwp, LLC Beachwood, OH Mar 2023 - Current 1
International Assets Advisory, LLC Parkland, FL Jul 2019 - Current 4
Mgo One Seven Llc Dba Mgo One Seven Beachwood, OH Jul 2016 - Current 7
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jul 2016 - Jun 2019 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2016 1
Morgan Stanley Smith Barney Beachwood, OH Jun 2009 - Jul 2016 7
Morgan Stanley & Company Incorporated Beachwood, OH Nov 2008 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Todd M. Resnick
Phone Number: 216-865-1700
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,430
    MILLIONS
  • Total Number of Accounts
    10,151
    ACCOUNTS
  • Average Account Value
    $239,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

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