Adviser and broker representative · Wellth Advisory Services, LLC
Todd B. White
CRD 4684967 · Shorewood, IL
At a glance
Todd B. White is an investment adviser representative with Wellth Advisory Services, LLC in Shorewood, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Todd’s SEC record dates to 2003, about 22 years ago. Todd is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Wellth Advisory Services, LLCSince January 2025Shorewood, IL · $27B in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- 6 firmsLocked
- 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
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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 and FINRA BrokerCheck.