Todd Alan Wulfson
Investment adviser representative at Rock Point Advisors, LLC
22 yearsExperience
3 statesRegistered in
CFADesignation
$655.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Rock Point Advisors, LLC.May 2004 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, VT).
Rock Point Advisors, LLC
$655.7MAssets managed
243Clients
4Advisers
22 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
- 2837408
- Firm CRD
- 130825