Todd Jeffrey Tocco
Investment adviser representative at Certified Advisory Corp
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Tjt Financial, LLCFeb 2014 to now
- Certified Advisory CorpApr 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, TX).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 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
- 2821924
- Firm CRD
- 120990