Todd ResnickCRD Number: 5286367
Current Firm: One Seven
Todd Resnick (CRD# 5286367) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 11 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jul 2016 - Current||1|
|We Are One Seven, Llc Dba One Seven||Beachwood, OH||Jul 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2016||1|
|Morgan Stanley Smith Barney||Beachwood, OH||Jun 2009 - Jul 2016||7|
|Morgan Stanley & Company Incorporated||Beachwood, OH||Nov 2008 - Jul 2016||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chagrin Falls, OH||Mar 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management432MILLIONS
Total Number of Accounts1,286ACCOUNTS
Average Account Value$335,730
- 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
- Selection of other advisers (including private fund managers)
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