Todd Gambit, financial advisor Northbrook IL

Todd Gambit

CRD Number: 4726423
Current Firm: Gambit Asset Management
Compensation Model: Fee Only

I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry.  I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.

 

Chicago Partners is a registered investment advisor and wealth management firm.  We manage approximately $1.2 billion for 330 clients in 38 states across the U.S. 

 

Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds and strategic alternatives depending on your investment needs, goals and risk appetite.  We create diversified portfolios that are unique to each client’s financial situation and pride ourselves on our disciplined approach that preserves your wealth and earns your trust.

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Professional Designations
Company Name Location Dates Years
Gambit Investment Group Llc Dba Gambit Asset Management Lake Forest, IL Aug 2021 - Current 2
Gambit Investment Group Llc Dba Gambit Asset Management Lake Forest, IL Aug 2021 - Current 2
Crosscountry Mortgage Brecksville, IL Feb 2020 - Current 4
Quantum Private Wealth, LLC Lake Forest, IL Feb 2021 - Oct 2021 < 1
Quantum Private Wealth, LLC Lake Forest, IL Feb 2020 - Oct 2021 1
Gambit Investment Group Llc Dba Gambit Asset Management Lake Forest, IL Nov 2018 - Mar 2020 1
Gambit Investment Group Llc Dba Gambit Asset Management Lake Forest, IL Aug 2018 - Mar 2020 1
Guaranteed Rate Chicago, IL Apr 2017 - Feb 2020 2
Chicago Partners Investment Group, LLC Chicago, IL Sep 2015 - Oct 2018 3
Chicago Partners Wealth Advisors Chicago, IL Sep 2015 - Oct 2018 3
Bmo Capital Markets Corp. Chicago, IL Nov 2011 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Todd W. Gambit
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $644,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

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