Unclaimed Profile

Jeffrey Baton Todd

GUYASUTA INVESTMENT ADVISORS, INCORPORATED·PITTSBURGH, Pennsylvania

Series 7, Series 63Clean record11 years registeredGUYASUTA INVESTMENT ADVISORS, INCORPORATED

285 KAPPA DRIVE, PITTSBURGH, PA 15238CRD# 6059869Firm CRD# 108400

Profile Verification

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

Identity

Jeffrey Baton Todd · PITTSBURGH, PA

Registration

CRD #6059869 · GUYASUTA INVESTMENT ADVISORS, INCORPORATED · 11 years registered

Brand Profile

Not yet started

Career History

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

Mar 2015 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 5, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

CRD 108400 · SEC 801-47201

AUM

$2.1B

Regulatory assets under management

Employees

1,378 client accounts

Services offered by GUYASUTA INVESTMENT ADVISORS, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUYASUTA INVESTMENT ADVISORS, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Jeffrey Baton Todd offer?

Jeffrey Baton Todd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Jeffrey Baton Todd's credentials?

Jeffrey Baton Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Baton Todd located?

Jeffrey Baton Todd is based in PITTSBURGH, Pennsylvania, working with GUYASUTA INVESTMENT ADVISORS, INCORPORATED. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Jeffrey Baton Todd charge for services?

Jeffrey Baton Todd'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 GUYASUTA INVESTMENT ADVISORS, INCORPORATED?

GUYASUTA INVESTMENT ADVISORS, INCORPORATED has approximately 17 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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