Todd Tessler (CRD# 2940401) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Rolling Hills, CA and has over 26 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Mar 2015 - Current | 9 |
| Sierra Wealth Group | Carlsbad, CA | Sep 2013 - Current | 10 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- CA
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Total Assets Under Management133MILLIONS
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Total Number of Accounts724ACCOUNTS
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Average Account Value$184,123
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
AZ
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