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professional profile

Todd Alan Wulfson, CFA

IAR Burlington, VT CRD 2837408 Last verified October 2026

Overview

Todd Alan Wulfson is an investment adviser representative based in Burlington, VT, with 29 years in the industry.

Years in the industry
29
States registered
3
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 3 states
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 1999

Book and practice

Firm assets under management on file

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