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Todd Resnick

18 Years of Experience
Beachwood, OH
BrokerSells Insurance

Todd Resnick is a registered investment advisor at International Assets Advisory, LLC, based in Beachwood, OH, with 18 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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 ActivitiesSells Insurance

Todd is the president of MGO One Seven LLC, a registered investment advisory, dedicating full-time hours. He also has passive real estate investments and sells term life insurance, dedicating minimal time to each.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Oneseven
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - July 2019 · 3 yrs
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - November 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - November 2008 · 1 yr 6 mos
Pruco Securities, LLC.Broker
February 2007 - March 2007 · 1 mo
State Registrations12 states
CADEFLMANENYOHSCTXUTVAVT
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.
Todd Resnick - Financial Advisor | TrueAdvisor