Todd Alton, financial advisor Denver CO

Todd Alton

CRD Number: 2876968
Current Firm: Bear Creek Asset Management, LLC

Todd Alton (CRD# 2876968) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bear Creek Securities LLC Denver, CO Nov 2017 - Current 2
Public Trust Advisors, LLC Denver, CO Aug 2014 - Nov 2017 3
United States Federal Reserve Denver, CO Sep 2012 - Aug 2014 1
Federal Deposit Insurance Corporation Kansas City, MO Mar 2010 - Sep 2012 2
Frederick Ross Company Denver, CO Jan 2005 - Mar 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
Contact Info for Todd W. Alton
Phone Number: 303-459-7333
Registered State(s):
  • CO
  • DE
  • UT
By the Numbers
  • Total Assets Under Management
    7,721
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $48,257,425
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AZ, CO, DE, FL, IL, OK, PA, SD, TN, TX, UT, VA, WA, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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