Patrick C. Todd

ALTA, WY

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CRD#: 4969785

Professional summary

Patrick C Todd was a registered financial advisor .

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick had worked at 6 firms and has passed the Series 66, Series 7 and Series 87 exams.

At a Glance

Always Fiduciary

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)

The CRS(Customer Relationship Summary) document is not provided.

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

August 6, 2026 - Present

ALTA, WY

Past

October 10, 2011 - April 30, 2012

G.RESEARCH, LLC

CRD#: 7353

RYE, NY

Past

September 29, 2006 - January 25, 2008

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PLAINSBORO, NJ

Past

September 29, 2006 - January 3, 2008

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

November 9, 2005 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

PLAINSBORO, NJ

Past

September 8, 2005 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

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

Wyoming
(8/6/2026)

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: 12/9/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/2011

General Securities Representative Examination

General Industry/Product Exam

Series 87

Date: 8/19/2011

Research Analyst Exam - Part II Regulations Module

Current firm

No current employment

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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Patrick C. Todd

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

G.RESEARCH, LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2011

Series 7

Date: 10/7/2011

Series 87

Date: 8/19/2011

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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