Todd Arthur Gomes
Investment adviser representative at Sonoma Allocations
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$350MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Sonoma Allocations LLCMay 2025 to now
- Sonoma Wealth Advisors, LLCDec 2020 to May 2025
- Wells Fargo Advisors LLCMay 2009 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sonoma Allocations
Legal name: Sonoma Allocations LLC
$350MAssets managed
332Clients
3Advisers
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
- 5128533
- Firm CRD
- 335435