Todd Stephen Benschneider
Investment adviser representative at Calton & Associates, Inc.
18 yearsExperience
2 statesRegistered in
$1.6BFirm assets
17 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Calton & Associates, Inc.Jan 2020 to now
- University of South FloridaNov 2017 to now
- Paulson Investment Company, LLCSep 2018 to Jan 2020
- Pasco Country Sheriff OfficeMar 2017 to Oct 2017
- Ferman Buick-gmcJul 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 7023517
- Firm CRD
- 20999