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Todd Michael Wickwire

Homrich Berg

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About Todd Michael Wickwire

Todd Michael Wickwire is an investment advisor representative with Homrich Berg. Todd Michael Wickwire has been in the industry since 1993. Todd Michael Wickwire is registered with the state of Maryland and holds FINRA Series 63, 65, 7, 24, 62, and 87 licenses. Todd Michael Wickwire specializes in advising high-net-worth individuals, investment companies, corporations, and charitable organizations. Todd Michael Wickwire is also an adjunct professor at Loyola University Maryland. Prior to joining Homrich Berg, Todd Michael Wickwire was employed by Wells Fargo Securities, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

Firm Information

Todd Wickwire is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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Todd Wickwire’s Registration & Firm History

GA

01/31/2025 - Present

Homrich Berg (ATLANTA GA)

MD

07/01/2003 - 02/07/2019

WELLS FARGO SECURITIES, LLC (BALTIMORE MD)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

04/28/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

MD

09/01/1997 - 04/28/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

11/19/1993 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 02/07/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/18/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1993

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Michael Wickwire.
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