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TP

Todd O. Pettibon

TOTH FINANCIAL ADVISORY
Leesburg, VA 20175
Some features on this profile are disabled
CRD#: 7307775
TP

Professional summary

Todd Owen Pettibon, who also goes by Todd O Pettibon, is a registered financial advisor currently at TOTH FINANCIAL ADVISORY CORP located in Leesburg, Virginia.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Todd has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Todd O Pettibon

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 Owen Pettibon'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

December 18, 2020 - Present

TOTH FINANCIAL ADVISORY CORP

Office #1: 608 South King Street Suite 300, Leesburg, VA 20175
RIA
CRD#: 104952
Leesburg, VA

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".
TF
TOTH FINANCIAL ADVISORY CORP
TOTH AND ASSOCIATES, INC, | TOTH FINANCIAL ADVISORY CORP

CRD#: 104952 / SEC#: 801-27662

RIA
Registered Investment Advisory firm - (8/21/1986 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.

Highlighted states indicate IAR registrations

IAR
Virginia
(12/18/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2020
Uniform Investment Adviser Law Examination

Current Firm

TF
TOTH FINANCIAL ADVISORY CORP
TOTH AND ASSOCIATES, INC, | TOTH FINANCIAL ADVISORY CORP

CRD#: 104952 / SEC#: 801-27662

RIA
Registered Investment Advisory firm - (8/21/1986 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
608 South King Street Suite 300, Leesburg, VA 20175
Mailing Address
Phone number
(703) 443-8684
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TFAC FORM ADV PART 2A AND 2B MARCH 2024 (8/4/2025)

Regulatory assets under management

Total Number of Accounts2,190
AUM (Assets Under Management)$ 1,015,808,953

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.

Company Information

TOTH FINANCIAL ADVISORY CORP

CRD#: 104952Leesburg, VA 20175

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