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Todd Valoff
24 Years of Experience
Honolulu, HI
1 DisclosureBroker
Todd Valoff is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
130 Merchant St Cc#888, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
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Criminal
March 1990Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 9 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 9 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.