Todd
Meucci

Eudaimonia Partners, LLC

CRD#2801244
Investment Advisor
in Brentwood, TN

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About this Advisor

Todd Meucci is a financial advisor who works in Brentwood, Tennessee with a total of 4 years of relevant experience. Meucci is currently employed by Eudaimonia Partners, LLC. Their career trajectory has included roles at Northern Lights Distributors, LLC, Compass Efficient Model Portfolios, LLC, Victory Capital Management, Inc, Allianz Life Insurance Company Of North America, Allianz Life Financial Services, LLC, Alt Fund Distributors LLC, Victory Capital Advisers and Eudaimonia Partners, LLC (Dba Goodson Wealth Management). Meucci maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee. Eudaimonia Partners, LLC is a financial advisory company that has its headquarters in Winchester, TN. It has offices in 15 locations and a total of 33 people on staff. It manages $785 million in total assets across its 3,036 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 3,036 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Eudaimonia Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on the services. Fee types billed by Eudaimonia Partners, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Brentwood, TN

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Eudaimonia Partners, LLC Brokerage Details

Total Assets Under Management

$784,583,085

TN Average: $730,596,643
Total Number of Employees

33

TN Average: 15
Total Number of Accounts

3,036

TN Average: 968
Average Account Size

$258,427

TN Average: $754,749

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

Todd Meucci Work History

Todd has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Alt Fund Distributors LLC

2019 - Present (5 years)

Eudaimonia Partners, LLC (Dba Goodson Wealth Management)

2016 - 2018 (2 years)

Allianz Life Insurance Company Of North America

2016 - 2018 (2 years)

Allianz Life Financial Services, LLC

2016 - 2016 (< 1 year)

Victory Capital Advisers

2015 - 2016 (1 year)

Victory Capital Management, Inc

2013 - 2016 (3 years)

Northern Lights Distributors, LLC

2012 - 2015 (3 years)

Compass Efficient Model Portfolios, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Todd Meucci 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 Eudaimonia Partners, LLC

Brooks Corn
Evansville, IN
Shawn Rowland
Lakeland, TN
Todd Meucci
Brentwood, TN
James Buckner
Winchester, TN
Edward Lewis
Franklin, TN
Nolan Hughes
Piperton, TN
Seth Waltman
Athens, GA
Alexander Jones
Winchester, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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