Todd Courtney Macejka

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2002 → 06/2017
  The Ayco Company/Mercer Allied Company, L.P.
  Latham, NY
• 09/2017 → 09/2022
  Cantella & Co., Inc.
  Boston, MA
• 09/2022 → Present
  Raymond James Financial Services, Inc.
  Saratoga Springs, NY
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Saratoga Springs, NY
• 09/2022 → Present
  Aurora Wealth Advisory
  Saratoga Springs, NY

Previous Registrations

• 2017-10-11 → 2022-10-06
  Cantella & Co., Inc.
  Saratoga Springs, NY
  Malden, MA
  Saratoga Springs, NY

Other Businesses

Name of Business: Aurora Wealth Advisory Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor / Owner (2) Name of Business: Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sell fixed deferred annuities, long term care insurance and non variable life insurance. (3) Name of Business: Address: 1 Aurora Ave, Saratoga Springs, NY, 12866, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own and second home that I may rent and is advertised on www.vrbo.com. (4) Name of Business: Address: 1 aurora ave, saratoga springs, NY, 12866, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: short term rental of a vacation home located at 158 Priddle Point Rd Gloversville, NY 12078 (5) Name of Business: Aurora Tax Advisory Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: prepare and file tax returns (6) Name of Business: OAK RIDGE HOMEOWNERS ASSOCIATION Address: 1 aurora Ave, Saratoga springs, NY, 12866, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member at large

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-19

Designations

• Certified Financial Planner