TV
TV
Todd Valoff
25 Years of Experience
Honolulu, HI
1 DisclosureBroker
Todd Valoff is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 25 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...
Location
130 Merchant St Cc#888, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1990Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 10 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - July 2024 · 4 mos
J.P. Morgan Securities LLCBroker
September 2023 - July 2024 · 10 mos
First Republic Securities Company, LLCBroker
August 2001 - September 2023 · 22 yrs 1 mo
Citicorp Investment ServicesBroker
December 1999 - May 2001 · 1 yr 5 mos
State Registrations1 state
HI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Chelcy ReyesCetera Investment Advisers LLC
- Roy Kobatake, ChFCCetera Investment Advisers LLC
- Scott RichardsonCetera Investment Advisers LLC
- Christopher Otto, CFPCetera Investment Advisers LLC
- Cole Yamakawa, CFPCetera Investment Advisers LLC
- Erin Egesdal, CFPCetera Investment Advisers LLC