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Todd Terese
SCOTTSDALE WEALTH ADVISORY LLC
Paradise Valley, AZ 85253
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CRD#: 7638865
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Professional summary
Todd Terese is a registered financial advisor currently at SCOTTSDALE WEALTH ADVISORY LLC located in Paradise Valley, Arizona.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Todd has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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. Terese Enterprises LLC; 1704 E Beaubien Dr Phoenix AZ 85024; Commercial cleaning for office spaces; Cleaning Crew; Help my parents clean office spaces on Friday nights for around 2-3 hours. Duties include taking out trash, wiping desks down, vacuuming, moping, and cleaning bathrooms/kitchen; 01/01/2012; 3.00hrs/week; Not during securities trading hours; Not Investment-Related 2. AZ Home Stays, LLC; 1704 E Beaubien Dr Phoenix AZ 85024; The LLC was set up to hold ownership of an Airbnb property at: 548 W Michelle Dr Phoenix, AZ 85023; Owner/Property Manager; I assist with property management by running monthly P&L's, tracking income/expenses, stocking supplies, and coordinate guest bookings through Airbnb; 01/01/2023; 5.00hrs/month; Not during securities trading hours; Investment-Related
CRS (Client Relationship Summary) - RIA
Click below to view Todd Terese'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
September 12, 2025 - Present
SCOTTSDALE WEALTH ADVISORY LLC
Office #1: 8501 N. Scottsdale Road Suite 205, Paradise Valley, AZ 85253RIA
CRD#: 285907
Paradise Valley, AZ
Past
August 5, 2024 - July 23, 2025
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
PHOENIX, AZ
Past
August 5, 2024 - July 23, 2025
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
PHOENIX, AZ
Past
January 20, 2023 - January 23, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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
Arizona(9/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SW
SCOTTSDALE WEALTH ADVISORY LLC
SCOTTSDALE WEALTH ADVISORY LLC
CRD#: 285907 / SEC#:
Arizona
Registered Investment Advisory firm - (12/2/2016 Approved)California
Registered Investment Advisory firm - (8/19/2021 Terminated)Colorado
Registered Investment Advisory firm - (3/25/2022 Approved)Illinois
Registered Investment Advisory firm - (11/8/2019 Approved)Nebraska
Registered Investment Advisory firm - (11/9/2023 Terminated)New Mexico
Registered Investment Advisory firm - (3/24/2021 Terminated)Ohio
Registered Investment Advisory firm - (10/4/2019 Approved)Texas
Registered Investment Advisory firm - (5/23/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8501 N. Scottsdale Road Suite 205, Paradise Valley, AZ 85253
Mailing Address
Phone number
(480) 247-9090
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 58,416,564 |
Red Flags
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