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Matthew Nmn Todorow

BLUEFIN INVESTMENT MANAGEMENT, LLC·BERWYN, Pennsylvania
Series 7, Series 53, Series 63, Series 65Clean record5 years registeredBLUEFIN INVESTMENT MANAGEMENT, LLC
1235 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 2268466Firm CRD# 161173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Nmn Todorow · BERWYN, PA
Registration
CRD #2268466 · BLUEFIN INVESTMENT MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

TODOROW CAPITAL PARTNERS LLC
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 53
Series 63
Series 65
Registration record
First registered · July 14, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUEFIN INVESTMENT MANAGEMENT, LLC
CRD 161173 · SEC 801-73349
AUM
$272M
Regulatory assets under management
Employees
8
2 client accounts
Services offered by BLUEFIN INVESTMENT MANAGEMENT, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BLUEFIN INVESTMENT MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Matthew Nmn Todorow offer?
Matthew Nmn Todorow specializes in Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Matthew Nmn Todorow's credentials?
Matthew Nmn Todorow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Nmn Todorow located?
Matthew Nmn Todorow is based in BERWYN, Pennsylvania, working with BLUEFIN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Matthew Nmn Todorow charge for services?
Matthew Nmn Todorow's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEFIN INVESTMENT MANAGEMENT, LLC?
BLUEFIN INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Marc Nathan Balcer
BERWYN, PA

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