TODD MUNCY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-03-11 | 2025-03-31 | — |
| VANGUARD ADVISERS, INC. | 2018-03-20 | 2021-09-08 | — |
| TD AMERITRADE, INC. | 2018-02-27 | 2018-02-28 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2018-02-28 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2016-09-07 | 2018-02-26 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-05-06 | 2014-08-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-10-04 | 2013-11-08 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-05-12 | 2010-09-15 | — |
| CHARLES SCHWAB & CO., INC. | 2006-07-17 | 2010-03-18 | — |