Todd Van Smithpeter
Investment adviser representative at Cedar Mountain Advisors, LLC
9 yearsExperience
2 statesRegistered in
$1.2BFirm assets
18 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 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
9 years in the industry.
- Cedar Mountain Advisors, LLCJun 2010 to now
- Securities America, IncJun 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Cedar Mountain Advisors, LLC
$1.2BAssets managed
890Clients
6Advisers
18 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
- 2386385
- Firm CRD
- 140339