Unclaimed Profile

Andrew Creswell Todd

PRUDEO PARTNERS, LLC·WEST COLUMBIA, South Carolina

Series 65Clean record10 years registeredPRUDEO PARTNERS, LLC

602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 5848811Firm CRD# 113961

Profile Verification

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

Identity

Andrew Creswell Todd · WEST COLUMBIA, SC

Registration

CRD #5848811 · PRUDEO PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRUDEO PARTNERS, LLC

PERIGON WEALTH MANAGEMENT, LLC

Feb 2024 – Oct 2025

WEST COLUMBIA, SC

PRUDEO PARTNERS, LLC

Sep 2015 – Jun 2024

WEST COLUMBIA, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 16, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDEO PARTNERS, LLC

CRD 113961 · SEC 801-60743

AUM

$413M

Regulatory assets under management

Employees

1,473 client accounts

Services offered by PRUDEO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDEO PARTNERS, LLC →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST COLUMBIA?

Browse all registered financial advisors in WEST COLUMBIA, South Carolina or claim this profile if it's yours.

Browse WEST COLUMBIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Creswell Todd offer?

Andrew Creswell Todd specializes in Financial Planning, Investment Management.

What are Andrew Creswell Todd's credentials?

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

Where is Andrew Creswell Todd located?

Andrew Creswell Todd is based in WEST COLUMBIA, South Carolina, last registered with PRUDEO PARTNERS, LLC.

How does Andrew Creswell Todd charge for services?

Andrew Creswell Todd'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 PRUDEO PARTNERS, LLC?

PRUDEO PARTNERS, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →