Unclaimed Profile

Eric David Todd

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 6, Series 26, Series 63CFAClean record27 years registeredGLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

10 WEST MARKET STREET, INDIANAPOLIS, IN 46204CRD# 2175308Firm CRD# 167429

Profile Verification

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

Identity

Eric David Todd · INDIANAPOLIS, IN

Registration

CRD #2175308 · GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Aug 2014 – present

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Jun 2013 – present

CONSECO CAPITAL MANAGEMENT INC.

Jan 1999 – Nov 2002

CARMEL, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Registration record

First registered · January 11, 1999

Years registered · 27

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

CRD 167429 · SEC 801-78132

AUM

$2.9B

Regulatory assets under management

Employees

16 client accounts

Services offered by GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric David Todd offer?

Eric David Todd specializes in Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Eric David Todd's credentials?

Eric David Todd holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric David Todd located?

Eric David Todd is based in INDIANAPOLIS, Indiana, working with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Eric David Todd charge for services?

Eric David Todd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC?

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC has approximately 15 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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