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Todd Alan Sweet

TCFG INVESTMENT ADVISORS, LLC·LAGUNA NIGUEL, California
Unclaimed Profile
28202 CABOT RD, LAGUNA NIGUEL, CA 92677CRD# 4549871Firm CRD# 166606
01

About

Todd Alan Sweet is a registered financial advisor based in LAGUNA NIGUEL, California, affiliated with TCFG INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TCFG INVESTMENT ADVISORS, LLC
TCFG INVESTMENT ADVISORS, LLC
AUM
$507M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at TCFG INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4549871
Firm CRD# 166606
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Alan Sweet offer?
Todd Alan Sweet specializes in Financial Planning, Investment Management. Contact their office in LAGUNA NIGUEL, California for a consultation.
What are Todd Alan Sweet's credentials?
Todd Alan Sweet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Alan Sweet located?
Todd Alan Sweet is based in LAGUNA NIGUEL, California, working with TCFG INVESTMENT ADVISORS, LLC. Their office serves clients in the LAGUNA NIGUEL metropolitan area and surrounding communities.
How does Todd Alan Sweet charge for services?
Todd Alan Sweet's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TCFG INVESTMENT ADVISORS, LLC?
TCFG INVESTMENT ADVISORS, LLC has approximately 25 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAGUNA NIGUEL
Richard James Roberts — TCFG INVESTMENT ADVISORS, LLCGary Edgar Miller — MILLER GARY EDGARDeetra Marie Tesla — TCFG INVESTMENT ADVISORS, LLCLora J Rommel — THE EHRLICH GROUP LLCAndrew Lee Ehrlich — THE EHRLICH GROUP LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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