Todd Warren Wilson

Employer firm

Portola Creek Capital CRD 288119

$189M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 04/2017
  Grow Capital Management
  San Francisco, CA
• 03/2017 → Present
  Portola Creek Capital
  Menlo Park, CA

Previous Registrations

• 2018-02-02 → 2018-12-31
  Portola Creek Capital
  San Francisco, CA
• 2017-04-07 → 2017-12-31
  Portola Creek Capital
  San Francisco, CA
• 2016-09-13 → 2017-09-26
  Newday
  Southbury, CT
• 1999-03-10 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  1999-01-29