Ctc Mycfo, LLC

Ctc Mycfo, LLC (CRD# 110264) is a financial advisory firm headquartered in Palo Alto, CA. They manage $11,328,864,846 in 2,107 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,329
    MILLION
  • Total Number of Accounts
    2,107
    ACCOUNTS
  • Average Account Value
    $5,376,775
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MN, NH, NY, OR, SD, TX, WA

Financial Advisors at Ctc Mycfo, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Travis L. Borton
CRD#: 6093141
2200 Geng Road, Suite 100, Palo Alto, CA 94303
96
Wealthminder
score

Travis Borton (CRD# 6093141) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry. Travis Borton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert T. Conrardy
CRD#: 1393757
111 W Monroe, Suite 10e, Chicago, IL 60603
96
Wealthminder
score

Robert Conrardy (CRD# 1393757) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

3
Michael D. Finan
CRD#: 2697942
4380 Sw Macadam Ave, Portland, OR 97239
96
Wealthminder
score

Michael Finan (CRD# 2697942) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Portland, OR and has over 20 years of experience in the finance industry.

4
Stacey K. Flier
CRD#: 2953722
4380 Sw Macadam Ave #490, Portland, OR 97239
96
Wealthminder
score

Stacey Flier (CRD# 2953722) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Portland, OR and has over 19 years of experience in the finance industry.

5
Karen M. Harding
CRD#: 2708245
2200 Geng Road, Suite 100, Palo Alto, CA 94303
96
Wealthminder
score

Karen Harding (CRD# 2708245) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Palo Alto, CA and has over 20 years of experience in the finance industry.

6
Suzanne H. Kaiser
CRD#: 4724633
4380 Sw Macadam Ave., Suite 490, Portland, OR 97239
96
Wealthminder
score

Suzanne Kaiser (CRD# 4724633) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Portland, OR and has over 13 years of experience in the finance industry.

7
David J. Novitsky
CRD#: 2833830
4380 Sw Macadam Avenue, Suite 490, Portland, OR 97239
96
Wealthminder
score

David Novitsky (CRD# 2833830) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Portland, OR and has over 18 years of experience in the finance industry.

8
Jesse J. Segreto
CRD#: 2914092
2200 Geng Road, Suite 100, Palo Alto, CA 94303
96
Wealthminder
score

Jesse Segreto (CRD# 2914092) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry. Jesse Segreto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Todd R. Tweedy
CRD#: 1858607
1080 Marsh Road, Ste.100, Menlo Park, CA 94025
96
Wealthminder
score

Todd Tweedy (CRD# 1858607) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry. Todd Tweedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Isabelle K. Campbell
CRD#: 2619333
4380 Sw Macadam Avenue, Suite 490, Portland, OR 97239
93
Wealthminder
score

Isabelle Campbell (CRD# 2619333) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Portland, OR and has over 21 years of experience in the finance industry.

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