Carolyn Wittmann-ToddCRD Number: 6159405
Current Firm: Raymond James & Associates, Inc.
Carolyn Wittmann-Todd (CRD# 6159405) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New York, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Raymond James & Associates, Inc.||New York, NY||Sep 2016 - Current||1|
|Deutsche Bank Securities Inc.||Philadelphia, PA||Jun 2016 - Sep 2016||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Aug 2015 - Jun 2016||< 1|
|Deutsche Bank Securities Inc.||Philadelphia, PA||Jul 2014 - Aug 2015||1|
|Janney Montgomery Scott, LLC||Philadelphia, PA||Jul 2013 - Jul 2014||1|
|Lovely Bridal||Philadelphia, PA||May 2014 - May 2014||< 1|
|New York Life Investments||Parsippany, NJ||Jan 2013 - Jul 2013||< 1|
|Villanova Law School||Villanova, PA||Aug 2012 - Jan 2013||< 1|
|King County Prosecuting Attorneys Office||Seattle, WA||May 2012 - Aug 2012||< 1|
|Syracuse School Of Law||Syracuse, NY||Aug 2011 - May 2012||< 1|
|K&l Gates||Chicago, IL||Oct 2010 - Jul 2011||< 1|
|Unemployed||Seattle, WA||Aug 2010 - Oct 2010||< 1|
|King County Prosecuting Attorneys Office||Seattle, WA||Dec 2009 - Aug 2010||< 1|
|Unemployed||Seattle, WA||Sep 2009 - Nov 2009||< 1|
|Ybm English Academy||Seoul,||Aug 2008 - Aug 2009||1|
|King County Prosecuting Attorneys Office||Seattle, WA||Jun 2007 - Jul 2008||1|
|University Of Washington||Seattle, WA||Jan 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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