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Jeffrey Baton Todd

Guyasuta Investment Advisors, Inc.

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About Jeffrey Baton Todd

Jeffrey Baton Todd is a registered Investment Advisor Representative for Guyasuta Investment Advisors, Inc. in Pittsburgh, PA. Jeffrey has been with the firm since June 2014. Jeffrey has over 10 years of experience in the financial services industry. He is licensed to provide financial advice in Pennsylvania. Jeffrey has Series 7 and Series 63 licenses.

Firm Information

Jeffrey Todd is currently registered with Guyasuta Investment Advisors, Inc.. Guyasuta Investment Advisors, Inc. is an investment advisor located in Pittsburgh, PA. The firm manages approximately $2,087,935,000 in regulatory assets under management for 1,378 accounts. Guyasuta offers financial planning and portfolio management services for individuals, businesses, and trusts.
Guyasuta Investment Advisors, Inc.

285 KAPPA DRIVE

PITTSBURGH, PA 15238

$2.09B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Todd’s Registration & Firm History

PA

03/05/2015 - Present

Guyasuta Investment Advisors, Inc. (PITTSBURGH PA)

PA

05/10/2012 - 05/27/2014

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 06/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Baton Todd.
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