Todd
Dekellis

Woodbury Financial Services, Inc

CRD#5527778
Investment Advisor
in Rocklin, CA

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About this Advisor

Todd Dekellis is a financial advisor operating out of Rocklin, California, with 10 years of professional experience. Dekellis is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, Dekellis has held roles at Woodbury Financial Services, Inc, Questar Capital Corporation and Questar Asset Management. Dekellis maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Rocklin, California. The company has offices in 837 locations and a total of 3,216 employees. It handles $21 billion in total assets among its 91,382 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 customer accounts, 18% are held by high-net-worth individuals who have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees vary depending on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

2210 Plaza Dr Suite 300
Rocklin, CA 95765

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CA Average: $5,289,111,388
Total Number of Employees

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Todd Dekellis Work History

Todd has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services, Inc

2019 - Present (3 years)

Woodbury Financial Services, Inc

2012 - 2012 (< 1 year)

Woodbury Financial Services, Inc

2012 - 2019 (7 years)

Questar Capital Corporation

2012 - 2019 (7 years)

Questar Asset Management

Disclosures

Todd Dekellis has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Nathan Warren
Collierville, TN
Anthony Frangella
Orland Park, IL
Scott Chapman
Colchester, CT
Andrew Rosner
Carlsbad, CA
Richard Chase
Saint Paul, MN
Daniel Polster
Red Bluff, CA
Casey Middleton
Johnson City, TN
Mona Corbett
Carlsbad, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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