Donald Todd
Donald Todd is a CFP-designated registered investment advisor at Structure Wealth Management, LLC, based in Tampa, FL, with 20 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 146 clients with $170M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3750 Gunn Hwy, Suite 209, Tampa, FL, 33618
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a financial advisor with MGO One Seven LLC, spending about a quarter of his time there, and owns Structure Wealth Management, LLC, where he works nearly full-time. He also owns Military Pike Racing Stables, dedicating a few hours per week, and is an agent for Capitas Financial, selling life insurance and dedicating a few hours per week.
Employment History
Current Registrations
Structure Wealth Management, LLC
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Oneseven
Previous Registrations
International Assets Advisory, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations7 states
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
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