Tod R. Arbutina
THREE CORD TRUE WEALTH MANAGEMENT
BEAVER, PA 15009
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CRD#: 3068276
Tod Reed ArbutinaTHREE CORD TRUE WEALTH MANAGEMENT
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.
At a Glance
Always 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. 2/18/2010:THIRD STREET RENAISSANCE LP--InvRelated--RealEstateRental--TimeSpent1%--Commercial office building 2. 3/5/2014:Third Street Beaver Associates, LLC - lot sales-Inv Rel-At reported business location-5% time spent. 3. 1/18/2019:No Business Name--InvRelated--McHenry, MD 21541--RealEstateRental--Started06/01/1998--1Hour/Month;0HoursDuringSecuritiesTrading--Vacation home owned 100%. 4. 6/10/2019:Our Data Revolution, LLC--NotInvestRelated--AtReptBus.Loc(s)--Other-software development--Started06/06/2019--30Hours/Month;1HourDuringSecuritiesTrading--Creator, investor for Sanctuary software project. 5. 10/25/2019:Dutch Ridge Associates LP--InvRelated--4533 Dutch Ridge Road, Beaver PA 15009--RealEstateRental--Started4/3/2006--5Hours/Month;0HoursDuringSecuritiesTrading-- Owns one lot in the states vacant land which will be developed. 6. 12/10/2019 - The Digital Asset Initiative Company - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/09/2019 - 15 Hours Per Month/1 Hours During Securities Trading 7. 1/16/2020:Dutch Ridge Associates LLC--NotInvestRelated--HomeBased--Business Entity For Tax/Investment Purposes Only--Started01/01/2010--1Hour/Month;0HoursDuringSecuritiesTrading. 8. 9/30/2020:Three Cord True Wealth Management, LLC--InvestRelated--AtReptBus.Loc(s)--RIA/Hybrid--Started09/25/2020--20Hours/Month;6HoursDuringSecuritiesTrading--I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2020. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 11/03/2021 - Three Cord True Wealth Tax Solutions LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CPA - Start Date: 01/01/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 10. 1/11/2022 - CA Properties - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 11/12/2021 - 5 Hours Per Month/0 Hours During Securities Trading - 4 commercial rental units. 11. 1/18/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/28/2020 - 20 Hours Per Month During Securities Trading. Effective 1/1/2022, 12. 2026/05/13- Digital-Assurance Initiative LLC- Co-founder - 535 Third Street Beaver PA 15009- It intends to provide a public benefit of established standards for the protection of digital assets defined broadly in the context of shared and entrusted personally identifiable information PII from client to fiduciary. A certification program and the DAI Score will be important part of the meeting the public benefit goals - 2026/05/08- Hours per month devoted to business during trading hours: 40- Hours per month devoted to business outside trading hours: 20. 13. 2026/05/13- Fiducia Holding Company LLC - Co-founder - 535 Third Street Beaver PA 15009- It intends to provide the public benefit of reduced exposure of digital fiduciary assets defined broadly in the context of shared and entrusted personally identifiable information PII from client to fiduciary to reduce exposure to cybercrime and reduced societal cost to manage digital asset security, privacy and control. The LLC is developing an efficient, scalable SaaS platform for third-party vendor and internal digital ecosystem due diligence tailored to fiduciaries - 2026-05-08- Hours per month devoted to business during trading hours: 40- Hours per month devoted to business outside trading hours: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Tod Reed Arbutina'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®
CFP®
Start date: 1998
Experience
Current
September 18, 2020 - Present
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Office #1: 535 Third Street, Beaver, PA 15009RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Loading...
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)
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 252,157,705 |
Red Flags
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Company Information
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480Beaver, PA 15009TRUST BUT VERIFY
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