TR
Todd M. Resnick
ONESEVEN
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 5286367
TR
Professional summary
Todd Matthew Resnick is a registered financial advisor currently at ONESEVEN located in Beachwood, Ohio and INTERNATIONAL ASSETS ADVISORY, LLC located in Parkland, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Todd has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) MGO ONE SEVEN LLC 24400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - REGISTERED INVESTMENT ADVISORY - PRESIDENT SINCE 7/2016 - APPROX 200 HRS/MO - SALARY 2) JLH PARTNERS IV 5910 LANDER BROOK DRIVE, CLEVELAND, OH 44124 - PASSIVE REAL ESTATE ENTITY - PARTNER SINCE 7/2017 - APPROX 0 HRS/MO - INTEREST 3) TR SQUARED, LLC 50 W. ORANGE HILL CIRCLE, ORANGE, OH 44022 - PASSIVE REAL ESTATE ENTITY - PARTNER SINCE 12/2018 - APPROX 0 HRS/MO - INTEREST 4) TERM LIFE INSURANCE SALES 4400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - INDEPENDENT AGENT SINCE 11/2020 - APPROX 1 HR/MO - COMMISSIONS 5) INTERNATIONAL ASSETS ADVISORY, LLC 12095 S. BAYPOINT CIRCLE, PARKLAND, FL 33076 - REGISTERED REPRESENTATIVE- SINCE 7/2019 - APPROX 3-5 HRS/MO - COMMISSIONS
CRS (Client Relationship Summary) - RIA
Click below to view Todd Matthew Resnick'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®
NoneExperience
Current
July 1, 2016 - Present
ONESEVEN
Office #1: 24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122RIA
CRD#: 283087
Beachwood, OH
Current
July 8, 2019 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
RIA
BD
CRD#: 10645
PARKLAND, FL
Past
July 1, 2016 - July 19, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Beechwood, OH
Past
June 1, 2009 - July 30, 2016
MORGAN STANLEY
RIA
CRD#: 149777
PEPPER PIKE, OH
Past
June 1, 2009 - July 30, 2016
MORGAN STANLEY
BD
CRD#: 149777
PEPPER PIKE, OH
Past
November 20, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BEACHWOOD, OH
Past
November 20, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BEACHWOOD, OH
Past
July 10, 2007 - November 18, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHAGRIN FALLS, OH
Past
May 24, 2007 - November 18, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHAGRIN FALLS, OH
Past
February 19, 2007 - March 29, 2007
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
MAYFIELD HEIGHTS, OH
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".
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 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
California(7/8/2019)
RR
Delaware(7/8/2019)
RR
Florida(7/8/2019)
IAR
Florida(5/20/2022)
RR
Massachusetts(7/8/2019)
RR
Nebraska(7/8/2019)
RR
New York(7/8/2019)
IAR
Ohio(7/1/2016)
RR
Ohio(7/8/2019)
RR
South Carolina(7/8/2019)
IAR
Texas(5/2/2019)
RR
Utah(7/8/2019)
RR
Vermont(7/8/2019)
RR
Virginia(7/8/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
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Contact information
Main Address
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
Mailing Address
Phone number
(216) 865-1700
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,846 |
| AUM (Assets Under Management) | $ 4,848,322,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2024 |
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.
