Todd Gordon Storrs

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2015 → Present
  Charles Schwab & Co., Inc.
  Cottonwood Heights, UT
• 01/2015 → 01/2020
  Charles Schwab Bank
  Salt Lake City, UT
• 02/2020 → 01/2021
  Schwab Private Client Investment Advisory, Inc.
  Salt Lake City, UT
• 12/2022 → 03/2024
  Schwab Wealth Advisory, Inc.
  Salt Lake City, UT

Previous Registrations

• 2015-02-11 → 2024-06-13
  Charles Schwab & Co., Inc.
  Cottonwood Heights, UT
  Eugene, OR
  Bellevue, WA
  Anchorage, AK
  Westlake, TX
  Phoenix, AZ
  Boston, MA
  Salt Lake City, UT
• 2023-01-04 → 2024-03-21
  Schwab Wealth Advisory, Inc.
  Cottonwood Heights, UT
  San Francisco, CA
• 2020-02-11 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Salt Lake City, UT
• 2010-08-11 → 2015-01-16
  Strategic Advisers Llc
  American Fork, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2010-08-10
• S63 Uniform Securities Agent State Law Examination
  2000-05-25

Other Names

• Todd Gordon Storrs