Medium_1277_230120061627271
Registry Member Since 2005

Tod Arbutina

Review Tod
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Paladin Quality Rating: 5 Stars

My Philosophy My Disclosures

About Me

Type of Organization
  • Member Firm or Team
Name of RIA
  • Did Not Answer
Relationship to RIA
  • Independent Contractor
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 20 Years
Certifications & Designations
College Degrees
  • Yes
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None
Social Connections
  • None

About My Business

Location
  • 535 Third Street
    Beaver, Pennsylvania, 15009
Telephone
  • 724.683.3456
Website
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $100,000
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
  • Financial Plan Reviews
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Did Not Answer
Types of Reports (Frequency)
  • Did Not Answer

I certify the information in this research report is accurate and current.

Advisor Name: Tod Arbutina
Most Recent Update: Sep 4, 2014

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