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Todd Trzaskoma

35 Years of Experience
Vienna, VA
Broker

Todd Trzaskoma is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, VA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1953 Gallows Road, Suite 110, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is the owner of Trzaskoma Wealth Management since 2013. This is a support company/DBA and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 1998 - Present · 27 yrs 10 mos
Previous Registrations
Raymond James Financial Services
April 2004 - January 2009 · 4 yrs 9 mos
Summit Financial Group, INC.
November 2003 - April 2004 · 5 mos
Raymond James Financial Services
June 2000 - April 2003 · 2 yrs 10 mos
Olde Discount CorporationBroker
October 1992 - July 1998 · 5 yrs 9 mos
Capitol Securities Management, INC.Broker
January 1992 - September 1992 · 8 mos
Hibbard Brown & CO., INC.Broker
October 1990 - November 1991 · 1 yr 1 mo
State Registrations22 states
AZCACOCTDCDEFLIDILKYMAMDMONCNJNYPASCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.