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TS

Thomas T. Statton

INVESCO ADVISERS
Atlanta, GA 30309
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CRD#: 4451710
TS

Professional summary


Thomas Todd Statton, CFP®, who also goes by Thomas T Statton, Todd Statton, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in Atlanta, Georgia.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Thomas has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thomas T Statton | Todd Statton

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) TODD STATTON;NOT INVESTMENT RELATED;520 RIDGEWOOD AVE,GAINESVILLE,GA,30308;A HOME THAT I PERIODICALLY ARBNB TO SHORT TERM RENTAL TENANTS;OWNER OF PROPERTY;START: 11/2019; 2HRS/MO, NOT DURING TRADING HOURS;NONE. (2) COMMUNITY MANAGEMENT ASSOCIATION (FOR HOA) CONDO ASSOCIATION; NOT INVESTMENT RELATED; 1465 NORTHSIDE DRIVE, ATLANTA, GEORGIA 30318, USA; PART OF MELROSE PARK CONDO ASSOCIATION - BOARD MEMBER; I WILL BE A CONDO ASSOCIATION BOARD MEMBER - ROLE INCLUDED: TREASURER; START: 04/2024; 1-2HRS/MO, 1 HR DURING TRADING HOURS; PART OF MELROSE PARK CONDO ASSOCIATION AS A BOARD MEMBER WITH FOCUS ON TREASURER DUTIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thomas Todd Statton'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®

Experience


Current

October 15, 2019 - Present

INVESCO ADVISERS, INC.

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
RIA
CRD#: 105360
Atlanta, GA
Current

October 15, 2019 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
BD
CRD#: 7369
Atlanta, GA
Past

November 2, 2018 - September 20, 2019

IFG ADVISORY, LLC

RIA
CRD#: 168012
Gainsville, GA
Past

October 31, 2018 - October 9, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
GAINESVILLE, GA
Past

July 14, 2011 - September 11, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO
Past

January 5, 2009 - July 14, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
ASHEVILLE, NC
Past

November 20, 2008 - July 14, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
ASHEVILLE, NC
Past

July 13, 2007 - October 9, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FOREST CITY, NC
Past

July 21, 2004 - May 15, 2007

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883
ATLANTA, GA
Past

May 7, 2002 - July 14, 2004

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA

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".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA
Registered Investment Advisory firm - (12/30/1988 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.
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
(10/15/2019)
RR
New York
(10/15/2019)
RR
Texas
(10/15/2019)
IAR
Texas
(10/15/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA
Registered Investment Advisory firm - (12/30/1988 Approved)
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Contact information


Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESCO ADVISERS, INC. FIRM BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts61,236
AUM (Assets Under Management)$ 756,881,223,229

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/27/2024
Cover Page
10/27/2023

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


INVESCO ADVISERS, INC.

CRD#: 105360Atlanta, GA 30309

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