Unclaimed Profile

Todd Adam Burchett

ATHENA CAPITAL ADVISORS LLC·LINCOLN, Massachusetts

Series 7, Series 66CFAClean record20 years registeredATHENA CAPITAL ADVISORS LLC

55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 5030627Firm CRD# 124062

Profile Verification

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

Identity

Todd Adam Burchett · LINCOLN, MA

Registration

CRD #5030627 · ATHENA CAPITAL ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATHENA CAPITAL ADVISORS LLC

ATHENA CAPITAL ADVISORS LLC

Nov 2013 – Sep 2019

LINCOLN, MA

ROUND TABLE SERVICES, LLC

Feb 2011 – Nov 2011

WESTFIELD, NJ

ICON ADVISERS, INC.

Nov 2005 – Dec 2010

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 29, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD 124062 · SEC 801-62001

AUM

$6.3B

Regulatory assets under management

Employees

469 client accounts

Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Adam Burchett offer?

Todd Adam Burchett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Todd Adam Burchett's credentials?

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

Where is Todd Adam Burchett located?

Todd Adam Burchett is based in LINCOLN, Massachusetts, last registered with ATHENA CAPITAL ADVISORS LLC.

How does Todd Adam Burchett charge for services?

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

How large is ATHENA CAPITAL ADVISORS LLC?

ATHENA CAPITAL ADVISORS LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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