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Todd Gilmer Everts

WALL STREET FINANCIAL GROUP, INC.·FAIRPORT, New York
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255 WOODCLIFF DR, FAIRPORT, NY 14450CRD# 1539457Firm CRD# 35830
01

About

Todd Gilmer Everts is a registered financial advisor based in FAIRPORT, New York, affiliated with WALL STREET FINANCIAL GROUP, 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
WALL STREET FINANCIAL GROUP, INC.
WALL STREET FINANCIAL GROUP, INC
AUM
$448M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at WALL STREET FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: 12B-1 FEES
Regulatory
SEC/IARD CRD# 1539457
Firm CRD# 35830
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Gilmer Everts offer?
Todd Gilmer Everts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Todd Gilmer Everts's credentials?
Todd Gilmer Everts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Gilmer Everts located?
Todd Gilmer Everts is based in FAIRPORT, New York, working with WALL STREET FINANCIAL GROUP, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.
How does Todd Gilmer Everts charge for services?
Todd Gilmer Everts's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALL STREET FINANCIAL GROUP, INC.?
WALL STREET FINANCIAL GROUP, INC. has approximately 52 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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