Todd Burach
Investment adviser representative at Plh Family Office, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
10 years in the industry.
- Plh Family Office, LLCJul 2025 to now
- City National BankJul 2016 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Plh Family Office, LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 4978795
- Firm CRD
- 339235