Todd Anthony Moll
Investment adviser representative at Provenance Wealth Advisors
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Pwa Securities, LLCJul 2023 to now
- Raymond James Financial Services Advisors Inc.Sep 2013 to now
- Raymond James Financial Services, Inc.Aug 2013 to now
- Zyh Holdings Company, LLCApr 2013 to now
- Todd A. Moll Cfa PaJul 2004 to now
- Provenance Wealth AdvisorsJan 2000 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, UT).
Provenance Wealth Advisors
Legal name: Provenance Wealth Advisors, LLC
$3.6BAssets managed
3,111Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2134560
- Firm CRD
- 126529