Todd Jay Cloward
Professional Summary
Todd Jay Cloward, who also goes by Todd Cloward, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Payson, Utah and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd Cloward
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL
Contact Information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526Phone Number
(925) 272-8850# of Employees
108SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,361AUM (Assets Under Management)
$984,886,079Similar Advisors
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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.
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Primary Firm SEC Registration
AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL
State Registrations and Notice Filings
(2/16/2023)
(2/16/2023)
(2/16/2023)
(2/16/2023)
(1/27/2023)
(2/16/2023)
(2/16/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1999About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2000About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Jay Cloward's CRS (Customer Relationship Summary).
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