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Todd David Stoner

DISCIPLINED INVESTORS, L.L.C.·WACO, Texas
Unclaimed Profile
100 NORTH 6TH STREET, SUITE 500, WACO, TX 76701CRD# 4460047Firm CRD# 114614
01

About

Todd David Stoner is a registered financial advisor based in WACO, Texas, affiliated with DISCIPLINED INVESTORS, L.L.C.. 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
DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
AUM
$577M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DISCIPLINED INVESTORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4460047
Firm CRD# 114614
No disclosures on file
View on FINRA BrokerCheck →

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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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Scott Michael Granowski — ACADEMY CAPITAL MANAGEMENTRussell Clarke Livesay — DISCIPLINED INVESTORS, L.L.C.Thompson (nmn) Dean — JTS FUND ADVISORS, LLCCarl Jesse Chaney — JTS FUND ADVISORS, LLCCharles David Jones — CHARLES D. JONES CAPITAL MANAGEMENT, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
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