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Todd Lee Brockwell

1900 Wealth

San Antonio, TX

CRD 6711710

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Employer firm

1900 Wealth CRD 175346

$3.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-05
  • TX RA
    APPROVED
    Since 2016-10-05

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • 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
Brockwell Family Advisors San Antonio TX 01/2016 09/2016
1900 Wealth Formerly Monticello Wealth Management San Antonio TX 09/2016 Present
  • 01/2016 → 09/2016
    Brockwell Family Advisors
    San Antonio, TX
  • 09/2016 → Present
    1900 Wealth Formerly Monticello Wealth Management
    San Antonio, TX
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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