Todd Jonathan Stein
Investment adviser representative at Braeside Investments, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$139.4MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Braeside Investments, L.L.C.Jan 2004 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Braeside Investments, LLC
$139.4MAssets managed
3Clients
2Advisers
15 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
- 4787398
- Firm CRD
- 131184