Owner/ Member/ Chief Compliance Officer · Estate Management Counselors,llc
Sean G. Todd
CRD 2956662 · Named on Form ADV at one SEC-registered adviser
At a glance
Estate Management Counselors,llc, an SEC-registered wealth manager based in Atlanta, GA with $294 million in regulatory assets, lists Sean G. Todd on its Form ADV as Owner/ Member/ Chief Compliance Officer, a control person.
Firms and roles
- Estate Management Counselors,llcOwner/ Member/ Chief Compliance OfficerWealth manager · Atlanta, GA · $294M in regulatory assets
AtlasMembers
Sean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.