TM
Todd J. Meucci
KINGSWOOD WEALTH ADVISORS
Franklin, TN 37069
Some features on this profile are disabled
CRD#: 2801244
TM
Professional summary
Todd Joseph Meucci is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Franklin, Tennessee and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Todd has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
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.
1.FIXED INS, POS: Owner NATURE: I sell fixed & term ins to retail clients. INVST RLTD: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 4/1997, ADDRESS: 554 Franklin Road, Suite 100, Franklin TN 37069, DESC: fixed & term ins to retail clients 2.LSF, INVST RLTD, 300 Colorado St Ste 2600, Austin TX, 78701, 4/24,4 hrs per month,4 hrs per month during trading hrs, work with clients on variable products 3.Alt Fund Distributors, INVST RLTD,"140 E. 45th Street, Floor 10, New York, NY, 10017, ",Wholesaler, Mktng DIR,5/2019,15 hrs per month,0 hrs per month during trading hrs, Wholesale mutual funds to financial advisors. Call & email financial advisors re Mutual Funds 4. COMPLETE WEALTH 360, LLC POS: Owner NATURE: Complete Wealth 360, LLC is a financial planning & wealth management firm. We have over 100 families that we do financial planning & wealth management for. INVST RLTD: Yes # OF hrs: 100 SECURITIES TRADING HRS: 75 START DATE: 03/01/2021ADDRESS: 554 Franklin Road, Suite 100, Franklin TN 37069, DESC: I am CEO & President of CW360. We meet with clients daily & help with financial planning & wealth mgmt. Responsible for managing the everyday process at Complete Wealth 360. We have a team that is built to provide high level of customer service & contact mgmt. I manage the invst models & recomm. 5. TKM ENTERPRISES, LLC POS: Owner NATURE: TKM Enterprises owns Rental Properties, builds/renovates resi properties. This was started in 2006 & is run my Wife Karyn & I. INVST RLTD: No # OF HRS: 3 SEC TRDG hrs: 0 START DATE: 03/06, ADDRESS: 1586 CROSS POINTE DR, Brentwood TN 37027, Collect rent & manage the properties. This LLC Owns 4 rentals & invests in other properties. We also will re-lease the properties when tenants move out. 6.T&M FAMILY ENTERPRISE, LLC POS: Owner NATURE: We own 1 rental property inside this LLC w/my step brother. Michael Turgeon INVST RLTD: No # OF HRS: 0 SEC TRDG HRS: 0 START DATE: 4/10 ADDRESS: 2950 Mt. Wilkinson Pkwy SE, Unit 717, Atlanta GA 30339, DESC: This is a LLC that owns rental properties in GA. 7. KINGSWOOD WEALTH ADVISORS POS: IAR,NATURE: Kingwood Wealth Advisors CRD#288792 & Eudaimonia Partners LLC CRD#283884 is my RIA.We do financial planning&wealth mgmt for retail clients. INVST RLTD: Yes # OF hrs: 80 SEC TRADING hrs: 5 START DATE: 9/2024ADDRESS: 554 Franklin Road, Suite 100, Franklin TN 37069, DESC: I am a financial advisor & asset manager for retail clients. We do complete planning & asset management for about 100 families. 9.TODD & KARYN MEUCCI POS: Owner, we own two rental prop in CT. 191 Cottonwood Drive, Newington, CT 22A Colonial Drive, Rocky Hill, CT INVST RLTD: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 1/2018 ADDRESS: 1586 CROSS POINTE DR, Brentwood TN 37027, DESC: We own two rental properties in Connecticut. We just collect rent. 10.TIMBERLINE VENTURES, LLC POSITION: Investor NATURE: I an a 20% investor in a this LLC. This LL builds & flips homes for a profit. I am no responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 1/2025ADDRESS: 5 Cloud Point, Brentwood TN 37027, United States DESC: No job functions 11. BRENTWOOD YMCA ADVISORY BOARD POSITION: Volunteer NATURE: As of 6/2025 I have been elected to the Brentwood YMCA Advisory Board. The YMCA is a national non-Profit Organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/2025 ADDRESS: 8207 Concord Road, Brentwood TN 37027,DESC: As of 6/2025 I was voted as one for 16 advisory board members for the Brentwood TN YMCA Advisory Board. We meet 9 times a year at lunch. We provide suggestions on how the YMCA is run.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Joseph Meucci'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®
NoneExperience
Current
July 17, 2024 - Present
KINGSWOOD WEALTH ADVISORS, LLC
Office #1: 554 Franklin Road Suite 100, Franklin, TN 37069RIA
CRD#: 288792
Franklin, TN
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 4135 Nw Urbandale Dr, Urbandale, IA 50322RIA
BD
CRD#: 139627
Urbandale, IA
Past
April 11, 2024 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
AUSTIN, TX
Past
May 6, 2019 - August 30, 2024
ALT FUND DISTRIBUTORS LLC
BD
CRD#: 146547
NEW YORK, NY
Past
January 31, 2019 - April 2, 2025
EUDAIMONIA PARTNERS, LLC
RIA
CRD#: 283884
Franklin, TN
Past
August 4, 2016 - April 25, 2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
MINNEAPOLIS, MN
Past
April 5, 2016 - July 22, 2016
VICTORY CAPITAL SERVICES, INC.
BD
CRD#: 37059
BROOKLYN, OH
Past
August 7, 2013 - November 2, 2015
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
February 7, 2011 - June 1, 2012
CAPITAL CLIENT GROUP, INC.
BD
CRD#: 6247
LOS ANGELES, CA
Past
October 24, 1996 - January 20, 2011
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
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".
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 Terminated)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.RR
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
RR
Georgia(11/3/2025)
RR
Mississippi(11/3/2025)
IAR
Tennessee(7/17/2024)
RR
Tennessee(11/3/2025)
IAR
Texas(10/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11440 W. Bernardo Court Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,250 |
| AUM (Assets Under Management) | $ 2,470,940,336 |
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.
