Todd Justin Lerner
Investment adviser representative at Advus Financial Partners, LLC
19 yearsExperience
2 statesRegistered in
$4BFirm assets
5 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 assetsHourlyFixed 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
19 years in the industry.
- Advus Financial Partners, LLCMar 2026 to now
- United Planners' Financial Services of America A Limited PartnerNov 2025 to now
- Todd Justin LernerMar 2007 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Pfg Advisors, LLCApr 2018 to Mar 2026
- Securities America Inc.Sep 2017 to Jun 2024
- Cue Financial Group, Inc.Sep 2017 to Dec 2018
- Morgan Stanley Private Bank, N.A.Jan 2015 to Aug 2017
- Morgan StanleyDec 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
5 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
- 5413511
- Firm CRD
- 311990