Todd Anthony Heath-hazlett
Professional Summary
Todd Anthony Heath-hazlett, who also goes by Todd Anthony Heathhazlett, is a registered financial advisor currently at TODD WEALTH MANAGEMENT LLC located in Venice, Florida. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Todd has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd Anthony Heathhazlett
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Videos & Posts
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Contact Information
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
TODD WEALTH MANAGEMENT LLC
Contact Information
Main Address
249 Nokomis Ave S, Venice, FL 34285Phone Number
(941) 483-3732# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
884AUM (Assets Under Management)
$133,123,686Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
TODD WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(8/16/2012)
(8/17/2012)
(8/6/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1997About the Series 6 examSimilar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Todd Anthony Heath-hazlett's CRS (Customer Relationship Summary).
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
