Todd Sirrine, financial advisor South Jordan UT

Todd Sirrine

CRD Number: 6570293
Current Firm: Colwyn Investments Lc

Todd Sirrine (CRD# 6570293) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Emids Nashville, TN Jul 2014 - Current 9
Ust Global Bentonville, AR Feb 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Todd W. Sirrine
Phone Number: 8012540084
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $135,448
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, UT

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