Todd G. Storrs

CAPITA FINANCIAL NETWORK

DRAPER, UT 84020

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CRD#: 4167323

Professional summary

Todd Gordon Storrs, who also goes by Todd Gordon Storrs Mr, is a registered financial advisor currently at CAPITA FINANCIAL NETWORK, LLC located in Draper, Utah.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Gordon Storrs Mr

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 Todd Gordon Storrs'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®

None

Experience

Current

June 3, 2024 - Present

CAPITA FINANCIAL NETWORK, LLC

Office #1: 14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020

RIA

CRD#: 290558

DRAPER, UT

Past

March 21, 2024 - June 13, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Salt Lake City, UT

Past

January 4, 2023 - March 21, 2024

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Cottonwood Heights, UT

Past

February 1, 2021 - February 2, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Salt Lake City, UT

Past

February 11, 2020 - February 1, 2021

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Salt Lake City, UT

Past

February 11, 2015 - February 7, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Salt Lake City, UT

Past

February 10, 2015 - June 13, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Cottonwood Heights, UT

Past

August 11, 2010 - January 16, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

AMERICAN FORK, UT

Past

February 15, 2007 - January 16, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AMERICAN FORK, UT

Past

October 10, 2002 - June 7, 2005

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

May 18, 2000 - October 11, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

CAPITA FINANCIAL NETWORK, LLC

CRD#: 290558 / SEC#: 801-112411

RIA

Registered Investment Advisory firm - (2/8/2018 Approved)

Louisiana

Registered Investment Advisory firm - (2/8/2025 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

Utah
(6/3/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/10/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/26/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/13/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

CAPITA FINANCIAL NETWORK, LLC

CRD#: 290558 / SEC#: 801-112411

RIA

Registered Investment Advisory firm - (2/8/2018 Approved)

Louisiana

Registered Investment Advisory firm - (2/8/2025 Approved)

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Contact information

Main Address

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020

Mailing Address

Phone number

(801) 566-5058

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2025) (3/12/2025)

Regulatory assets under management

Total Number of Accounts	5,991
AUM (Assets Under Management)	$ 1,849,625,913

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.

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Advisor Monitoring

Firm Stability Insights

Todd G. Storrs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Gordon Storrs's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CAPITA FINANCIAL NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/10/2010

Series 63

Date: 5/25/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2000

Series 10

Date: 3/26/2007

Series 9

Date: 2/13/2007

Current Firm

CAPITA FINANCIAL NETWORK, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITA FINANCIAL NETWORK, LLC

TRUST BUT VERIFY

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