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Todd Martin Poland

LASSUS WHERLEY & ASSOCIATES, INC.·NEW PROVIDENCE, New Jersey
Unclaimed Profile
1 ACADEMY STREET, NEW PROVIDENCE, NJ 07974-1842CRD# 7022942Firm CRD# 110924
01

About

Todd Martin Poland is a registered financial advisor based in NEW PROVIDENCE, New Jersey, affiliated with LASSUS WHERLEY & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LASSUS WHERLEY & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7022942
Firm CRD# 110924
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Martin Poland offer?
Todd Martin Poland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PROVIDENCE, New Jersey for a consultation.
What are Todd Martin Poland's credentials?
Todd Martin Poland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Martin Poland located?
Todd Martin Poland is based in NEW PROVIDENCE, New Jersey, working with LASSUS WHERLEY & ASSOCIATES, INC.. Their office serves clients in the NEW PROVIDENCE metropolitan area and surrounding communities.
How does Todd Martin Poland charge for services?
Todd Martin Poland'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 LASSUS WHERLEY & ASSOCIATES, INC.?
LASSUS WHERLEY & ASSOCIATES, INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW PROVIDENCE
Diahann Wyke Lassus — LASSUS WHERLEY & ASSOCIATES, INC.Clare Elizabeth Wherley — LASSUS WHERLEY & ASSOCIATES, INC.Deborah Joan Rivosa — LASSUS WHERLEY & ASSOCIATES, INC.Robert Tilson — TILSON FINANCIAL GROUP INCRichard Craig Travia — WILDCAT ADVISORY GROUP, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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