Todd W. Page

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS

BOSTON, MA 02114

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CRD#: 2697908

Professional summary

Todd William Page is a registered financial professional currently at STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC located in Boston, Massachusetts.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1996. Todd has worked at 6 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

(1) GAP BOUTIQUE HOMES; NOT INVESTMENT RELATED; 241 LAMPKIN STREET, ATLANTA GA 30312; PARTNER FOR BUILDING IN METRO ATLANTA; PASSIVE INVESTOR; START: 01/2013; 10HRS/MO NOT DURING TRADING HOURS; RESPONSIBLE FOR FINANCES/CASH PARTNER (2) NYO SPORTS; NOT INVESTMENT RELATED; 140 WEST WIEUCA ROAD NE, ATLANTA, GA 30342; THE PARK AND RECREATION LEAGUE; COACHING; START: 02/2017; 15HRS/MO, NOT DURING TRADING HOURS; BASEBALL EIGHT YEAR OLD TEAM AND FOUR YEAR OLD TEAM IN THE SPRING. FOOTBALL COACHING EIGHT YEAR OLD TEAM IN THE FALL. (3) COLLEGIATE OUTDOOR SUPPLIES; NOT INVESTMENT RELATED; 198 MOUNT PARAN ROAD NW, ATLANTA, 30327, USA, 404-358-0542; OUTDOOR GARDEN BAGS AND GARBAGE CAN; CO-PARTNER WITH MY COLLEAGUE JOE SCHULTZ; START: 04/2021; NONE; NO TIME SPEND. MY COLLEAGUE WILL BE FOCUSED ON THE RESPONSIBILITIES. (4) JEREMIAHS ICE; NOT INVESTMENT RELATED; 198 MOUNT PARAN ROAD NW, ATLANTA, GA 30327, USA; ITALIAN ICE AND ICE CREAM...I WOULD BE A FRANCHISEE HIRE MANAGER AND HIGHSCHOOL KIDS; FRANCHISEE OWNER.....WILL HIRE A MANAGER; START: 01/2022; NONE; OWNER...WOULD HAVE A MANAGER AND HIGHSCHOOL KIDS WOULD WORK HOURLY.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd William Page'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

March 19, 2024 - Present

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Office #1: One Congress Street, Boston, MA 02114

CRD#: 30107

BOSTON, MA

Past

July 16, 2016 - February 7, 2024

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

June 29, 2009 - February 7, 2024

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

ATLANTA, GA

Past

December 4, 2000 - June 16, 2009

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

April 22, 1999 - December 12, 2000

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

June 25, 1996 - February 26, 1999

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/22/2024)

Alaska
(3/28/2024)

Arizona
(3/27/2024)

Arkansas
(3/27/2024)

California
(3/20/2024)

Colorado
(3/22/2024)

Connecticut
(3/19/2024)

Delaware
(4/4/2024)

District of Columbia
(3/26/2024)

Florida
(3/25/2024)

Georgia
(3/21/2024)

Hawaii
(3/27/2024)

Idaho
(3/21/2024)

Illinois
(3/25/2024)

Indiana
(3/22/2024)

Iowa
(3/22/2024)

Kansas
(3/22/2024)

Kentucky
(3/27/2024)

Louisiana
(4/8/2024)

Maine
(3/21/2024)

Maryland
(3/28/2024)

Massachusetts
(3/19/2024)

Michigan
(3/22/2024)

Minnesota
(3/25/2024)

Mississippi
(3/22/2024)

Missouri
(3/20/2024)

Montana
(3/29/2024)

Nebraska
(3/20/2024)

Nevada
(3/25/2024)

New Hampshire
(3/26/2024)

New Jersey
(3/20/2024)

New Mexico
(3/22/2024)

New York
(3/24/2024)

North Carolina
(3/21/2024)

North Dakota
(3/25/2024)

Ohio
(3/19/2024)

Oklahoma
(3/21/2024)

Oregon
(3/20/2024)

Pennsylvania
(3/20/2024)

Puerto Rico
(4/9/2024)

Rhode Island
(3/22/2024)

South Carolina
(3/26/2024)

South Dakota
(4/8/2024)

Tennessee
(3/21/2024)

Texas
(3/20/2024)

Utah
(3/20/2024)

Vermont
(3/21/2024)

Virginia
(3/21/2024)

Washington
(3/21/2024)

West Virginia
(3/25/2024)

Wisconsin
(3/22/2024)

Wyoming
(3/27/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 7/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/1996

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

STATE STREET BROKERAGE SERVICES, INC. | STATE STREET GLOBAL MARKETS, LLC | STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC | STATE STREET CAPITAL MARKETS, LLC

CRD#: 30107 / SEC#: , 8-44744

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One Congress Street, Boston, MA 02114

Mailing Address

One Congress Street, Boston, MA 02114

Phone number

(617) 664-3619

Established

Delaware since 03/01/2002

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
STATE STREET GLOBAL ADVISORS, INC.	PARENT CORPORATION
ALBERICI, MARK F	DIRECTOR	3223458
AMOA, APEAWUSU K	DIRECTOR	7711546
BONDS MAZZA, ALLISON HATHHORN	PRESIDENT AND DIRECTOR	4439495
CORBETT, TIMOTHY PAUL	DIRECTOR
FERRARELLI, JAMES	DIRECTOR	6961735
LAPORTA, JEANNE MARIE	DIRECTOR & CHAIRWOMAN	5946908
TENORIO, EDITHA V	CHIEF FINANCIAL OFFICER	6755490
TRABUCCO, MARK RUSSELL	CHIEF COMPLIANCE OFFICER	4856280
TUCKER, JOHN A	DIRECTOR	7000761

Disclosures

Regulatory Event

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Todd W. Page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd William Page's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

TRANSAMERICA CAPITAL, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESCO CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2016

Series 63

Date: 12/27/1996

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/24/1996

FINRA

Current Firm

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

TRUST BUT VERIFY

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