Unclaimed Profile

Todd Alan Wulfson

ROCK POINT ADVISORS, LLC·BURLINGTON, Vermont

Series 65Clean record27 years registeredROCK POINT ADVISORS, LLC

77 COLLEGE STREET, 4TH FLOOR, BURLINGTON, VT 05401-4014CRD# 2837408Firm CRD# 130825

Profile Verification

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

Identity

Todd Alan Wulfson · BURLINGTON, VT

Registration

CRD #2837408 · ROCK POINT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ROCK POINT ADVISORS, LLC

May 2004 – present

FRASER MANAGEMENT ASSOCIATES, INC.

Jan 1999 – Jul 2004

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROCK POINT ADVISORS, LLC

CRD 130825 · SEC 801-62923

AUM

$527M

Regulatory assets under management

Employees

483 client accounts

Services offered by ROCK POINT ADVISORS, LLC

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 ROCK POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Alan Wulfson offer?

Todd Alan Wulfson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BURLINGTON, Vermont for a consultation.

What are Todd Alan Wulfson's credentials?

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

Where is Todd Alan Wulfson located?

Todd Alan Wulfson is based in BURLINGTON, Vermont, working with ROCK POINT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Todd Alan Wulfson charge for services?

Todd Alan Wulfson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROCK POINT ADVISORS, LLC?

ROCK POINT ADVISORS, LLC has approximately 9 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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