Todd Bulot is a registered investment advisor, based in Dallas, TX, with 10 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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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Todd is a Practice Director - Asset Management for Level Four Capital Management, LLC, an affiliated SEC registered investment advisory firm. This activity takes Todd's full-time effort.
Employment History
Current Registrations
Level Four Financial, LLCBroker
December 2025 - Present · 5 mos
Level Four Capital Management
November 2019 - Present · 6 yrs 6 mos
Level Four Advisory Services
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Boston Private Wealth LLC
December 2014 - November 2016 · 1 yr 11 mos
State Registrations1 state
TX
Advisor
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.