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Todd David Klein

SWAN & LEGEND ADVISORS, LLC·LEESBURG, Virginia
Unclaimed Profile
108 LOUDOUN ST. S.W., LEESBURG, VA 20175CRD# 6461514Firm CRD# 175323
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About

Todd David Klein is a registered financial advisor based in LEESBURG, Virginia, affiliated with SWAN & LEGEND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
SWAN & LEGEND ADVISORS, LLC
SWAN & LEGEND
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6461514
Firm CRD# 175323
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Frequently Asked Questions

What services does Todd David Klein offer?
Todd David Klein is a registered financial advisor in LEESBURG, Virginia. Contact their office for details on services offered.
What are Todd David Klein's credentials?
Todd David Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd David Klein located?
Todd David Klein is based in LEESBURG, Virginia, working with SWAN & LEGEND ADVISORS, LLC. Their office serves clients in the LEESBURG metropolitan area and surrounding communities.
How large is SWAN & LEGEND ADVISORS, LLC?
SWAN & LEGEND ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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