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Theodore Raymond Wozniak

American Beacon Advisors, Inc.

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About Theodore Raymond Wozniak

Theodore Raymond Wozniak is a registered representative with American Beacon Advisors, Inc. Theodore has been in the securities industry for over 24 years and has a variety of experience in the financial industry. Theodore is a Chartered Financial Analyst and has experience in various roles with a variety of firms including Victory Capital Advisers, Inc., RS Funds Distributor LLC, Guardian Investor Services LLC, Park Avenue Securities LLC, Planco Financial Services, LLC, Pershing LLC, and Lockwood Financial Services, Inc. Theodore is currently registered in the state of Pennsylvania and is also registered with the state of Texas for American Beacon Advisors, Inc.

Firm Information

Theodore Wozniak is currently registered with American Beacon Advisors, Inc.. American Beacon Advisors, Inc. is an investment advisor headquartered in IRVING, TX, United States. They provide services including portfolio management for businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors. They manage a total of $57,375,695,433 in regulatory assets under management across 61 accounts. Their clients include corporations, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, and other investment advisors.
American Beacon Advisors, Inc.

220 EAST LAS COLINAS BLVD., SUITE 1200

IRVING, TX 75039-5500

$57.38B

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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 investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Theodore Wozniak’s Registration & Firm History

TX

10/08/2024 - Present

American Beacon Advisors, Inc. (IRVING TX)

OH

08/03/2016 - 10/01/2018

VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)

PA

06/02/2014 - 08/08/2016

RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)

NY

01/14/2009 - 06/02/2014

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

NY

08/02/2011 - 04/30/2014

PARK AVENUE SECURITIES LLC (NEW YORK NY)

PA

08/10/2004 - 01/12/2009

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

NJ

12/15/2003 - 07/30/2004

PERSHING LLC (JERSEY CITY NJ)

PA

05/02/2000 - 12/15/2003

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

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Licenses & Designations

BOTH

Issued 02/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Raymond Wozniak.
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