Todd Martin Gartrell

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

• 10/2009 → Present
  Tc Shape U
  Sarasota, FL
• 11/2012 → Present
  Raymond James Financial Services
  St. Petersburg, FL
• 01/2013 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 01/2014 → Present
  Take Shape For Life
  Tampa, FL
• 01/2014 → Present
  Optavia
  Tampa, FL

Previous Registrations

• 2005-02-28 → 2012-11-12
  Raymond James & Associates, Inc.
  Sarasota, FL
  St. Petersburg, FL
  St Petersburg, FL
• 2000-04-28 → 2005-02-10
  Charles Schwab & Co., Inc.
  Safety Harbor, FL

Other Businesses

(1) Name of Business: Trilivy Address: 4207 S Dale Mabry Hwy Unit 5110, Tampa, FL, 33611, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 01/20/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am in a support role and support my wife who is a certified health coach.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-01-17

Designations

• Certified Financial Planner