Unclaimed
Todd Bradford Kearney is a financial advisor registered with Alta Capital Management LLC in Salt Lake City, UT. Kearney has been in the financial services industry since 1995, and has experience with a variety of firms including Goldman Sachs Execution & Clearing, L.P., and Fidelity Brokerage Services LLC. Kearney specializes in providing financial planning, portfolio management, and selection of other advisors. He works with individuals, high-net-worth individuals, corporations and other businesses, investment companies, pooled investment vehicles, and charitable organizations. Kearney is also registered with the state of Utah as an investment advisor.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
UT
03/20/2023 - Present
Alta Capital Management LLC (SALT LAKE CITY UT)
NY
05/13/2009 - 10/21/2010
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
01/29/2002 - 05/13/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
08/23/1995 - 01/28/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 03/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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