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TI

Todd B. Illes

WHITE MOUNTAIN CAPITAL
BAY HARBOR ISLANDS, FL 33154
Some features on this profile are disabled
CRD#: 4466998
TI

Professional summary

Todd Brian Illes, CFP® is a registered financial professional currently at WHITE MOUNTAIN CAPITAL, LLC located in Bay Harbor Islands, Florida.

Todd is registered as a RR (Registered Representative) and started their career in finance in 2001. Todd has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Todd Brian Illes'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: 2008

Experience

Current

December 6, 2001 - Present

WHITE MOUNTAIN CAPITAL, LLC

Office #1: 9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154
BD
CRD#: 104123
BAY HARBOR ISLANDS, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(11/3/2022)
RR
Connecticut
(1/9/2002)
RR
Florida
(12/7/2001)
RR
Maryland
(11/29/2021)
RR
Massachusetts
(3/9/2016)
RR
New Jersey
(1/8/2004)
RR
New York
(1/8/2004)
RR
North Carolina
(2/22/2021)
RR
Pennsylvania
(2/17/2004)
RR
Rhode Island
(12/16/2008)
RR
Texas
(8/2/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 1/8/2002
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: 12/5/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WM
WHITE MOUNTAIN CAPITAL, LLC
WHITE MOUNTAIN CAPITAL, LLC

CRD#: 104123 / SEC#: , 8-52572

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154
Mailing Address
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154
Phone number
(212) 509-0313
Established
Delaware since 07/16/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MONTALBANO, PETER ANTHONYCHIEF EXECUTIVE OFFICER/GSP/SROP/MP/MEMBER2208686
TOWNLINE BEACH INCMEMBER
LOWENBERG, MICHAEL SCOTTCHIEF FINANCIAL OFFICER/FINOP/MEMBER2505584
LUCHKIW, RENEE L.CHIEF COMPLIANCE OFFICER/MEMBER4299713
MONTALBANO,EILEENMEMBER
RUMPOINT, INCMEMBER
BONAVENTURE INVESTMENTS, LPMEMBER

Disclosures

Regulatory Event2

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

WHITE MOUNTAIN CAPITAL, LLC

CRD#: 104123Bay Harbor Islands, FL 33154

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