Eric
Todd

Global Atlantic Investment Advisors, LLC

CRD#2175308
Investment Advisor
in Indianapolis, IN

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About this Advisor

Eric Todd is a financial advisor based in Indianapolis, Indiana, working with Global Atlantic Investment Advisors, LLC. Eric has previously held positions at Global Atlantic Investment Advisors LLC, Global Atlantic Financial Company, and Global Atlantic Distributors, LLC. Eric has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Eric is part of Global Atlantic Investment Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 15 employees and manages assets totaling $2.9 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Global Atlantic Investment Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 West Market Street Suite 2300
Indianapolis, IN 46204

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Global Atlantic Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,897,334,642

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

16

IN Average: 1,775
Average Account Size

$181,083,415

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Eric Todd Work History

2014 - Present (11 years)

Global Atlantic Financial Company

2014 - Present (11 years)

Global Atlantic Distributors, LLC

2013 - Present (12 years)

Global Atlantic Investment Advisors LLC

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Disclosures

Please visit the SEC profile of Eric Todd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Atlantic Investment Advisors, LLC

Eric Todd
Indianapolis, IN
Cameron Jeffreys
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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