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Todd Scalisi

Newhouse Integrated Financial Advisors LLC

Soquel, CA

CRD 6609337

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Employer firm

Newhouse Integrated Financial Advisors LLC CRD 332939

$39.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Newhouse Integrated Financial Advisors Llc

3121 Park Ave Ste A, Soquel, CA 95073 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

3121 Park Ave Ste A, Soquel, CA 95073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Aptos CA 01/2016 07/2018
Coast Financial Services Inc Santa Cruz CA 07/2018 07/2022
Pp&Co Advisors Llc San Jose CA 08/2022 02/2024
Ascend Partner Services Llc San Jose CA 02/2024 12/2025
Newhouse Integrated Finance Advisors Llc Soquel CA 01/2026 Present
Newhouse Cpa Soquel CA 01/2026 Present
  • 01/2016 → 07/2018
    Jp Morgan Securities Llc
    Aptos, CA
  • 07/2018 → 07/2022
    Coast Financial Services Inc
    Santa Cruz, CA
  • 08/2022 → 02/2024
    Pp&Co Advisors Llc
    San Jose, CA
  • 02/2024 → 12/2025
    Ascend Partner Services Llc
    San Jose, CA
  • 01/2026 → Present
    Newhouse Integrated Finance Advisors Llc
    Soquel, CA
  • 01/2026 → Present
    Newhouse Cpa
    Soquel, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04
Other Names
  • Todd Alan Scalisi

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

JACOB TRENT YOUNG
Mark Alan Gerber
LAUREN ANN STITELER

Nearby Offices

OSAIC WEALTH, INC. · SOQUEL, CA
CHARLES SCHWAB & CO., INC. · Soquel, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Capitola, CA

More in Soquel, CA

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