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Todd Alan Needlman

Parkside Investments, LLC

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About Todd Alan Needlman

Todd Needlman is an investment advisor representative at Parkside Investments, LLC. Todd has been in the financial services industry since 1999 and has a wide range of experience in the securities industry. Todd is a licensed investment advisor representative in Illinois, with expertise in a variety of investment strategies. Parkside Investments, LLC is a registered investment advisor with offices in Deerfield, Illinois. The firm specializes in providing portfolio management services to high-net-worth individuals, families, and institutions.

Firm Information

Todd Needlman is currently registered with Parkside Investments, LLC. Parkside Investments, LLC is an investment advisor based in Deerfield, IL. They manage a total of $1,162,779,128 in regulatory assets, with $800,122,563 of those assets managed on a discretionary basis. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. They also select other advisors for their clients. The firm manages assets for 641 total accounts, with 518 of those accounts managed on a discretionary basis.
Parkside Investments, LLC

570 LAKE COOK ROAD

DEERFIELD, IL 60015

$1.16B

Assets Under Management

Not reported

Total Clients

4

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 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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Todd Needlman’s Registration & Firm History

IL

09/21/2018 - Present

Parkside Investments, LLC (DEERFIELD IL)

IL

08/02/2013 - 06/15/2018

INTERACTIVE BROKERS LLC (CHICAGO IL)

IL

11/23/2012 - 07/01/2013

CASSANDRA TRADING GROUP, LLC (CHICAGO IL)

IL

07/20/2004 - 08/28/2012

PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)

NY

08/28/2002 - 05/13/2004

SLK-HULL DERIVATIVES LLC (NEW YORK NY)

IL

09/15/1999 - 11/29/1999

HULL LIQUIDITY FUND, L.P. (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2005

Series 44 - PCX Market Maker Exam

BC

Issued 09/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Todd Alan Needlman. Review regulatory record here.
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