Todd Gordon Storrs
Investment adviser representative at Capita Financial Network, LLC
9 yearsExperience
1 stateRegistered in
$2.3BFirm 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Capita Financial Network, LLCJun 2024 to now
- Charles Schwab & Co., Inc.Jan 2015 to now
- Schwab Wealth Advisory, Inc.Dec 2022 to Mar 2024
- Schwab Private Client Investment Advisory, Inc.Feb 2020 to Jan 2021
- Charles Schwab BankJan 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
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
- 4167323
- Firm CRD
- 290558