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Todd David Stoner

DISCIPLINED INVESTORS, L.L.C.·WACO, Texas
Clean record23 years registeredDISCIPLINED INVESTORS, L.L.C.
100 NORTH 6TH STREET, SUITE 500, WACO, TX 76701CRD# 4460047Firm CRD# 114614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd David Stoner · WACO, TX
Registration
CRD #4460047 · DISCIPLINED INVESTORS, L.L.C. · 23 years registered
Brand Profile
Not yet started
01

Career History

DISCIPLINED INVESTORS, L.L.C.
Jul 2003 – present
02

Registrations & Exams

Registration record
First registered · July 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DISCIPLINED INVESTORS, L.L.C.
CRD 114614 · SEC 801-67768
AUM
$577M
Regulatory assets under management
Employees
7
1,378 client accounts
Services offered by DISCIPLINED INVESTORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DISCIPLINED INVESTORS, L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Todd David Stoner offer?
Todd David Stoner specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.
What are Todd David Stoner's credentials?
Todd David Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd David Stoner located?
Todd David Stoner is based in WACO, Texas, working with DISCIPLINED INVESTORS, L.L.C.. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Todd David Stoner charge for services?
Todd David Stoner'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 DISCIPLINED INVESTORS, L.L.C.?
DISCIPLINED INVESTORS, L.L.C. has approximately 7 employees and manages $577M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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