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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alan Tautfest is an investment advisor representative with Cresset Asset Management, LLC. Todd Alan has over 20 years of experience in the financial services industry. Prior to joining Cresset, Todd worked as a financial advisor at Wilmington Trust, where they gained extensive experience in wealth management and financial planning. Todd holds a Series 65 license, allowing them to provide investment advice and a Series 7 license, allowing them to sell securities. Todd currently provides financial advice for individual clients, as well as businesses, charitable organizations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
05/14/2021 - Present
Cresset Asset Management, LLC (Atlanta GA)
NY
10/23/1998 - 01/20/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/01/1992 - 02/06/1996
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 10/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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