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Todd David Pence

Virtera Partners LLC

Pepper Pike, OH

CRD 7326522

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Employer firm

Virtera Partners LLC CRD 308187

$452M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Virtera Partners Llc

30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-02-23
  • OH RA
    APPROVED
    Since 2021-02-23

Branch Locations

30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124 • 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
Virtera Partners Llc Pepper Pike OH 01/2021 Present
Virtera Partners Llc Pepper Pike OH 02/2021 Present
Parkwood Llc Cleveland OH 05/2013 01/2021
Designations
  • Chartered Financial Analyst
Other Names
  • Todd Pence

View on SEC IAPD

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NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
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Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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