R. T. Vingers

LEEWARD INVESTMENTS

Boston, MA 02108

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CRD#: 2556035

Professional summary

R. Todd Vingers, who also goes by R Todd VIngers, is a registered financial advisor currently at LEEWARD INVESTMENTS located in Boston, Massachusetts.

R. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. R. has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Todd Vingers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R. Todd Vingers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2022 - Present

LEEWARD INVESTMENTS

Office #1: 201 Washington Street 32nd Floor, Boston, MA 02108

RIA

CRD#: 312557

Boston, MA

Past

July 22, 2009 - March 29, 2022

LMCG INVESTMENTS, LLC

RIA

CRD#: 149936

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEEWARD INVESTMENTS

LEEWARD INVESTMENTS | LEEWARD INVESTMENTS, LLC

CRD#: 312557 / SEC#: 801-122220

RIA

Registered Investment Advisory firm - (9/8/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/28/2022)

IAR

Texas
(5/5/2022)

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

Current Firm

LEEWARD INVESTMENTS

LEEWARD INVESTMENTS | LEEWARD INVESTMENTS, LLC

CRD#: 312557 / SEC#: 801-122220

RIA

Registered Investment Advisory firm - (9/8/2021 Approved)

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Contact information

Main Address

10 Winthrop Square Suite 500, Boston, MA 02110

Mailing Address

Phone number

(617) 468-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEEWARD INVESTMENTS, LLC ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 2,754,086,162

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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R. T. Vingers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R. Todd Vingers's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEEWARD INVESTMENTS

LMCG INVESTMENTS, LLC

Primary Firm SEC Registration

LEEWARD INVESTMENTS

State Registrations and Notice Filings

Exams

Current Firm

LEEWARD INVESTMENTS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEEWARD INVESTMENTS

TRUST BUT VERIFY

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