Todd M. Brundage
Professional summary
Todd Mitchell Brundage, CFP® is a registered financial advisor currently at PACIFIC CAPITAL WORKS, INC. located in Portland, Oregon.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Todd has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Mitchell Brundage's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
January 28, 2010 - Present
PACIFIC CAPITAL WORKS, INC.
December 9, 2013 - March 31, 2014
MERIWETHER FAMILY OFFICE, LLC
May 4, 2006 - February 5, 2009
D.A. DAVIDSON & CO.
January 6, 2004 - April 27, 2006
THE ROBINS GROUP LLC
July 30, 2002 - August 26, 2002
NEEDHAM & COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2010)
(2/13/2014)
Exams
Current Firm
PACIFIC CAPITAL WORKS, INC.
CRD#: 152250 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 42,575,914 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 |
Red Flags
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