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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Tod Reed Arbutina

Tod R. Arbutina

THREE CORD TRUE WEALTH MANAGEMENT
Beaver, PA 15009
Some features on this profile are disabled
CRD#: 3068276
Tod Reed Arbutina

Professional summary

Tod Reed Arbutina, CFP® is a registered financial advisor currently at THREE CORD TRUE WEALTH MANAGEMENT, LLC located in Beaver, Pennsylvania.

Tod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Tod has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tod Reed Arbutina'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®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

September 18, 2020 - Present

THREE CORD TRUE WEALTH MANAGEMENT, LLC

Office #1: 535 Third Street, Beaver, PA 15009
RIA
CRD#: 307480
Beaver, PA
Past

September 15, 2025 - April 13, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
BEAVER, PA
Past

April 24, 2006 - October 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
BEAVER, PA
Past

April 24, 2006 - April 13, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
BEAVER, PA
Past

February 28, 2005 - April 26, 2006

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
PITTSBURGH, PA
Past

April 20, 1999 - April 26, 2006

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

July 20, 1998 - April 20, 1999

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, 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".
TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC

CRD#: 307480 / SEC#: 801-119394

RIA
Registered Investment Advisory firm - (9/2/2020 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
Pennsylvania
(9/18/2020)
IAR
Texas
(9/18/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/5/2006
General Securities Principal Examination

Current Firm

TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC

CRD#: 307480 / SEC#: 801-119394

RIA
Registered Investment Advisory firm - (9/2/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
535 Third Street, Beaver, PA 15009
Mailing Address
Phone number
(724) 683-3456
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THREE CORD ADV PART 2A (2/14/2025)
THREE CORD WRAP FEE BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts832
AUM (Assets Under Management)$ 252,157,705

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.

Company Information

THREE CORD TRUE WEALTH MANAGEMENT, LLC

CRD#: 307480Beaver, PA 15009

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