Investment adviser representative · Pacific Capital Works, Inc.
Todd M. Brundage
CRD 4544377 · Portland, OR
At a glance
Todd M. Brundage is an investment adviser representative with Pacific Capital Works, Inc. in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Todd’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Pacific Capital Works, Inc.Since January 2010Portland, OR · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Todd’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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