William Robert Todd

Current Employers

Employment History

• 11/2015 → 12/2021
  Harborview Advisors
  Portland , ME
• 06/2026 → Present
  Farther
  Portland, ME
• 12/2021 → 07/2026
  Wealthshield Partners
  Portland, ME

Previous Registrations

• 2021-12-03 → 2026-07-01
  Wealthshield Partners, Llc
  Portland, ME
  Cary, NC
  Portland, ME
• 2014-09-30 → 2021-12-26
  Harborview Advisors
  Portland, ME
• 2004-11-10 → 2014-10-09
  Cantella & Co., Inc.
  Portland, ME
  Portland, ME
• 2002-11-08 → 2004-11-19
  First Allied Securities, Inc.
  Portland, ME
• 2002-06-03 → 2002-11-11
  Morgan Stanley Dw Inc.
  Portland, ME

Other Businesses

Name of other business: Kiwanis of Mid-Coast; Is business Investment related: No; Nature of other business: Charity for Children; Your position: President; Start date of relationship: October 2025; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Independent Insurance Agent; not investment-related; started 2002.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-13
• S63 Uniform Securities Agent State Law Examination
  2000-03-06