Todd Philip Dagostino
Investment adviser representative at Your Private Client Group, Inc.
12 yearsExperience
2 statesRegistered in
$236.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Your Private Client Group, Inc.Feb 2018 to now
- Assetmark Brokerage, LLCAug 2014 to now
- Assetmark Financial, Inc.Aug 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Your Private Client Group, Inc.
$236.7MAssets managed
230Clients
2Advisers
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
- 2189577
- Firm CRD
- 292621