Todd Brisbois (CRD# 4002305) is an Investment Advisor Representative working at Brisbois Capital Management LLC in Wilmington, MA and has over 24 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Wilmington, MA | Sep 2020 - Current | 3 |
| Brisbois Capital Management, LLC | Wilmington, MA | Feb 2003 - Current | 21 |
| Seucurities Service Network, Inc. | Wilmington, MA | Nov 2007 - Sep 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- FL
- MA
- NH
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts538ACCOUNTS
-
Average Account Value$148,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MA, NH, NY
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