Todd Muha, financial advisor Traverse City MI

Todd Muha

CRD Number: 1834475
Current Firm: Third Coast Securities LLC

Todd Muha (CRD# 1834475) is an Investment Advisor Representative working at Third Coast Securities LLC in Traverse City, MI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Third Coast Securities LLC Traverse City, MI Aug 2020 - Current 3
Unemployed Traverse City, MI Oct 2019 - Aug 2020 < 1
Saxony Securities St. Louis, MO Apr 2013 - Oct 2019 6
Saxony Capital Management, LLC Saint Louis, MO Apr 2013 - Oct 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Todd J. Muha
Phone Number: 231-421-1064
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $191,844
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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