Todd Cesca, financial advisor Portland ME

Todd Cesca

CRD Number: 4187446
Current Firm: Charter Oak Capital Management

Todd Cesca (CRD# 4187446) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charter Oak Capital Management Formerly Troiano & Associates Sanford, ME Jul 2002 - Current 21
Purshe Kaplan Sterling Investments Albany, NY Jan 2005 - Dec 2022 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Todd M. Cesca
Phone Number: 800-646-5720
Registered State(s):
  • ME
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    1,110
    MILLIONS
  • Total Number of Accounts
    4,048
    ACCOUNTS
  • Average Account Value
    $274,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, LA, MA, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA

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