Todd J. Lerner

ADVUS FINANCIAL PARTNERS

VALENCIA, CA 91355

CRD#: 5413511

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Professional summary

Todd Justin Lerner, who also goes by Todd J Lerner, is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Valencia, California and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Valencia, California.

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 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd J Lerner

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 Todd Justin Lerner'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®

None

Experience

Current

April 1, 2026 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 28055 Smyth Dr, Valencia, CA 91355

RIA

CRD#: 311990

VALENCIA, CA

Current

November 6, 2025 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 28055 Smyth Dr., Valencia, CA 91355

RIA

CRD#: 20804

VALENCIA, CA

Past

June 14, 2024 - November 7, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Valencia, CA

Past

April 18, 2018 - April 1, 2026

PFG ADVISORS

RIA

CRD#: 173344

Valencia, CA

Past

October 20, 2017 - December 31, 2018

CUE FINANCIAL GROUP, INC.

RIA

CRD#: 21033

Valencia, CA

Past

September 15, 2017 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

Valencia, CA

Past

June 14, 2011 - September 18, 2017

MORGAN STANLEY

RIA

CRD#: 149777

WOODLAND HILLS, CA

Past

June 14, 2011 - September 18, 2017

MORGAN STANLEY

CRD#: 149777

WOODLAND HILLS, CA

Past

January 25, 2010 - June 3, 2011

PACIFIC FINANCIAL STRATEGIES, INC

RIA

CRD#: 151434

THOUSAND OAKS, CA

Past

May 28, 2008 - February 19, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

AGOURA, CA

Past

March 19, 2008 - February 19, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

AGOURA, CA

Past

October 10, 2007 - March 20, 2008

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 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.

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

Arizona
(11/6/2025)

California
(11/6/2025)

IAR

California
(4/1/2026)

Colorado
(11/6/2025)

Idaho
(1/5/2026)

Illinois
(11/6/2025)

Massachusetts
(11/7/2025)

Ohio
(11/6/2025)

Oregon
(11/6/2025)

Texas
(11/6/2025)

IAR

Texas
(4/9/2026)

Utah
(11/6/2025)

Virginia
(3/9/2026)

Washington
(11/6/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/26/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/21/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/1/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

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Contact information

Main Address

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

Mailing Address

Phone number

(407) 585-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,276
AUM (Assets Under Management)	$ 3,066,675,906

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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Advisor Monitoring

Firm Stability Insights

Todd J. Lerner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Justin Lerner's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

OSAIC WEALTH, INC.

PFG ADVISORS

CUE FINANCIAL GROUP, INC.

SECURITIES AMERICA, INC.

MORGAN STANLEY

MORGAN STANLEY

PACIFIC FINANCIAL STRATEGIES, INC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

ADVUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/26/2007

SIE

Date: 10/1/2018

Series 31

Date: 6/21/2011

Series 7

Date: 10/1/2007

FINRA

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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