Todd P. Dagostino
Professional summary
Todd Philip Dagostino is a registered financial advisor currently at YOUR PRIVATE CLIENT GROUP, INC. located in Huntington Beach, California.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Todd has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Philip Dagostino's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 13, 2018 - Present
YOUR PRIVATE CLIENT GROUP, INC.
Office #1: 5267 Warner Ave , Suite 235, Huntington Beach, CA 92649August 15, 2014 - July 5, 2018
ASSETMARK BROKERAGE, LLC
December 3, 2013 - August 15, 2014
CAPITAL BROKERAGE CORPORATION
July 31, 2008 - July 5, 2018
ASSETMARK, INC.
May 20, 2008 - November 14, 2013
CAPITAL BROKERAGE CORPORATION
March 12, 2008 - July 31, 2008
GENWORTH FINANCIAL ASSET MANAGEMENT, INC
Primary Firm SEC Registration
YOUR PRIVATE CLIENT GROUP, INC.
CRD#: 292621 / SEC#: 801-112586
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2018)
(5/10/2018)
Exams
Current Firm
YOUR PRIVATE CLIENT GROUP, INC.
CRD#: 292621 / SEC#: 801-112586
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 439 |
| AUM (Assets Under Management) | $ 228,629,398 |
Red Flags
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