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Todd Allan Lindmark

NAVIGATOR INVESTMENTS, LLC·PROVIDENCE, Rhode Island
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10 WEYBOSSET STREET, SUITE 403, PROVIDENCE, RI 02903CRD# 4268813Firm CRD# 109013
01

About

Todd Allan Lindmark is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with NAVIGATOR INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4268813
Firm CRD# 109013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Allan Lindmark offer?
Todd Allan Lindmark specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Todd Allan Lindmark's credentials?
Todd Allan Lindmark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Allan Lindmark located?
Todd Allan Lindmark is based in PROVIDENCE, Rhode Island, working with NAVIGATOR INVESTMENTS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Todd Allan Lindmark charge for services?
Todd Allan Lindmark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATOR INVESTMENTS, LLC?
NAVIGATOR INVESTMENTS, LLC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NAVIGATOR INVESTMENTS, LLC

Lesley Wilbur Sheeley
PROVIDENCE, RI

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