Todd Christopher Todorich

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaver, PA

Previous Registrations

• 2005-01-14 → 2014-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cranberry Township, PA
  Beaver, PA
  Baden, PA

Other Businesses

(1)Name of Business: Tesera LLC Address: 422 Wayne St, Beaver, PA, 15009, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 09/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in an LLC that will own undeveloped real estate for potential future development

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-03
• S63 Uniform Securities Agent State Law Examination
  1995-11-10