Brian Michael Todaro
Investment adviser representative at Kathmere Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kathmere Capital Management, LLCFeb 2020 to now
- Ditech Home LoanFeb 2019 to Feb 2020
- UnemployedOct 2018 to Jan 2019
- Rolling Green Golf ClubMay 2018 to Sep 2018
- Penn State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 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
- 7612657
- Firm CRD
- 305118