Unclaimed Profile

Todd Alan Sixt

ALPHA CUBED INVESTMENTS, LLC·IRVINE, California

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record26 years registeredALPHA CUBED INVESTMENTS, LLC

18301 VON KARMAN AVE., IRVINE, CA 92612CRD# 2829082Firm CRD# 159347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Alan Sixt · IRVINE, CA

Registration

CRD #2829082 · ALPHA CUBED INVESTMENTS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

STRAIT & SOUND

Oct 2020 – present

MUTUAL ADVISORS, LLC

May 2020 – Oct 2020

San Francisco, CA

ALPHA CUBED INVESTMENTS, LLC

Oct 2015 – May 2020

IRVINE, CA

PROTECTED INVESTORS OF AMERICA

Aug 2015 – Oct 2015

SAN FRANCISCO, CA

ALPHA CUBED INVESTMENTS, LLC

Jun 2014 – Jul 2015

SAN JOSE, CA

AMERIVEST INVESTMENT MANAGEMENT, LLC

Mar 2010 – Oct 2013

SAN MATEO, CA

TD AMERITRADE, INC.

Mar 2010 – Oct 2013

SAN MATEO, CA

CHARLES SCHWAB & CO., INC.

Nov 2009 – Mar 2010

LOS GATOS, CA

THE CAPROCK GROUP, INC.

Sep 2008 – Sep 2009

BOISE, ID

STRATEGIC ADVISERS, INC.

Jan 2007 – Nov 2007

SAN FRANCISCO, CA

STRATEGIC ADVISERS, INC.

Feb 2000 – Dec 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 23, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA CUBED INVESTMENTS, LLC

CRD 159347 · SEC 801-77372

AUM

$2.5B

Regulatory assets under management

Employees

4,537 client accounts

Services offered by ALPHA CUBED INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHA CUBED INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Alan Sixt offer?

Todd Alan Sixt specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Todd Alan Sixt's credentials?

Todd Alan Sixt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Alan Sixt located?

Todd Alan Sixt is based in IRVINE, California, working with ALPHA CUBED INVESTMENTS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Todd Alan Sixt charge for services?

Todd Alan Sixt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA CUBED INVESTMENTS, LLC?

ALPHA CUBED INVESTMENTS, LLC has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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