Albert T. Black

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CRD#: 4661096

Professional summary

Albert Todd Black, CFP®, who also goes by A. Todd Black, Todd Black, was a registered financial advisor .

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Albert had worked at 1 firm and has passed the Series 66 exam.

Core Areas of Focus

Business Owners

Charitable Giving

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Biography

We help people make smart choices about their money so the can achieve their goals and live their ideal lives.

Question & Answer

What are your service offerings?

Business Succession Planning

Estate Planning

Life Transitions

Retirement Planning

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Small Business Planning

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

A. Todd Black | Todd Black

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 Albert Todd Black's 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: 1999

Experience

Past

May 9, 2003 - December 31, 2025

DOGWOOD CAPITAL MANAGEMENT

RIA

CRD#: 126568

CUMMING, GA

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

Georgia
(5/9/2003)

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: 4/26/1999

Uniform Combined State Law Examination

Current Firm

DOGWOOD CAPITAL MANAGEMENT

DOGWOOD CAPITAL MANAGEMENT | DOGWOOD CAPITAL MANAGEMENT, INC.

CRD#: 126568 / SEC#: 801-70411

RIA

Registered Investment Advisory firm - (7/3/2012 Terminated)

Georgia

Registered Investment Advisory firm - (5/9/2012 Approved)

Nevada

Registered Investment Advisory firm - (6/28/2012 Approved)

Texas

Registered Investment Advisory firm - (11/15/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Tivoli Village 410 South Rampart Suite 390, Las Vegas, NV, 89145

Mailing Address

Phone number

(702) 482-7969

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 44,800,000

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.

Contact information

(xxx) xxx-xxxx

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Albert T. Black

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Todd Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOGWOOD CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/1999

Current Firm

DOGWOOD CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOGWOOD CAPITAL MANAGEMENT

TRUST BUT VERIFY

Contact information

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