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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 Richard Tweedy is an investment advisor representative at BMO Family Office, LLC. Todd is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. Todd holds the Series 3, Series 6, and Series 82 licenses. Prior to joining BMO Family Office, LLC, Todd was employed at Harris Investor Services, Inc., and Harris MyCFO Inc. Todd specializes in providing asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services. Todd's firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for 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.
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.
Asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services
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.
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CA
01/01/2025 - Present
BMO Family Office, LLC (MENLO PARK CA)
IL
12/18/2008 - 10/05/2009
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
IL
12/16/2005 - 04/09/2007
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
NJ
11/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
CA
10/04/2002 - 10/16/2002
MYCFO SECURITIES, LLC (SAN FRANCISCO CA)
NY
12/21/2000 - 06/11/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/26/1999 - 07/06/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
08/09/1991 - 01/28/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/18/1988 - 01/28/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/18/1988 - 12/31/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/2002
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 04/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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