Todd Michael Bendell
Investment adviser representative at Optima Capital Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$150.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Amphibian CapitalJun 2021 to now
- Optima Capital ManagementSep 2019 to now
- Merrill LynchFeb 2013 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Optima Capital Management
Legal name: Optima Capital Management LLC
$150.3MAssets managed
215Clients
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
- 6164333
- Firm CRD
- 306036