Todd D Van Grouw

Employer firm

Westfuller Advisors, LLC CRD 155054

$3.37B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2012 → 07/2021
  Ameriprise Financial Services, Inc.
  Florham Park, NJ
• 08/2021 → Present
  Westfuller Advisors, Llc
  New York, NY

Previous Registrations

• 2012-08-07 → 2021-08-04
  Ameriprise Financial Services, Llc
  Florham Park, NJ
• 2010-05-25 → 2012-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ

Exams

• S66 Uniform Combined State Law Examination
  2010-05-24

Other Names

• Todd Douglas Vangrouw
• Todd Douglas Van Grouw
• Todd D Van Grouw
• Todd Van Grouw