Todd C. Lotozo

WRIGHT ASSET MANAGEMENT

MANASQUAN, NJ 08736

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CRD#: 2572577

Professional summary

Todd Conard Lotozo is a registered financial advisor currently at WRIGHT ASSET MANAGEMENT INC located in Manasquan, New Jersey.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Todd has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Todd Conard Lotozo's 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

October 28, 2002 - Present

WRIGHT ASSET MANAGEMENT INC

Office #1: 147 Union Ave Suite 201, Manasquan, NJ 08736

RIA

CRD#: 105599

MANASQUAN, NJ

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

New Jersey
(10/28/2002)

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

General Industry/Product Exam

Series 2

Date: 12/6/1994

Non-Member General Securities Examination

Current Firm

WRIGHT ASSET MANAGEMENT INC

CRD#: 105599 / SEC#: 801-36116

RIA

Registered Investment Advisory firm - (8/29/2012 Terminated)

New Jersey

Registered Investment Advisory firm - (8/6/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

147 D Union Avenue, Manasquan, NJ 08736

Mailing Address

Po Box 808, Manasquan, NJ 08736-0808

Phone number

(732) 223-4223

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 49,735,018

Red Flags

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

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Todd C. Lotozo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Conard Lotozo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRIGHT ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 2

Date: 12/6/1994

Current Firm

WRIGHT ASSET MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRIGHT ASSET MANAGEMENT INC

TRUST BUT VERIFY

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