Todd Michael Feldman

Current Employers

Employment History

• 07/2016 → 08/2017
  National Planning Corporation
  Rockville, MD
• 08/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2017 → 09/2025
  Obsidian Personal Planning Solutions, Llc
  Rockville, MD
• 08/2024 → 09/2025
  Osaic Wealth, Inc.
  Rockville, MD
• 09/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 10/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-11-07 → 2025-12-04
  Obsidian Personal Planning Solutions, Llc
  Rockville, MD
• 2016-08-04 → 2017-08-02
  National Planning Corporation
  Rockville, MD
• 2013-01-10 → 2016-02-16
  Lpl Financial Llc
  Rockville, MD
  Bethesda, MD
  Fairfax, VA
  Bethesda, MD
• 2011-01-07 → 2012-12-31
  Mml Investors Services, Llc
  Mclean, VA
  Reston, VA
  Mclean, VA
• 2009-09-30 → 2010-11-05
  Brewer Investment Advisors Llc
  Reston, VA
  Chicago, IL
• 2007-12-14 → 2009-08-12
  Ameriprise Financial Services, Llc
  Vienna, VA
• 2003-02-05 → 2004-03-15
  Banc Of America Investment Services, Inc.
  Rockville, MD
• 1997-01-24 → 2002-11-26
  Morgan Stanley Dw Inc.
  Washington, DC

Other Businesses

1) Merit Financial Advisors. Investment related. At registered location. RIA. IAR. 10/03/2025. 160. 160 during securities trading hours. Service clients. 2) Fixed insurance. Non-investment related. At registered location. Fixed insurance. Agent. 1. 1 during securities trading hours. Provide insurance advice based on the needs of client(s). 3) Exit Planning Exchange DC-Metro Chapter. Non-investment related. 425 N Findlay St, suite 5 Dayton OH 45404. Board of Directors. BOD Member at large. 04/03/2017. 4. 2 during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-08
• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Designations

Other Names

• Todd Micheal Feldman