Todd Anthony Sturman
Investment adviser representative at Sturman Wealth Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$116.4MFirm assets
Are you Todd Anthony Sturman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sturman Wealth AdvisorsSep 2024 to now
- Private Advisor Group, LLCJun 2014 to Sep 2024
- LPL Financial, LLCJun 2014 to Jul 2024
- Sturman Wealth ManagementJun 2013 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Sturman Wealth Advisors
Legal name: Sturman Wealth Advisors, LLC
$116.4MAssets managed
91Clients
2Advisers
2 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
- 2974713
- Firm CRD
- 331560