Susan
Sdwynford
Toth Financial Advisory Corp
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About this Advisor
Susan Sdwynford is a financial advisor working out of Leesburg, Virginia who has 31 years of industry experience. Sdwynford is an employee of Toth Financial Advisory Corp. They have been employed by Toth Financial Advisory Corp for their total career. Sdwynford holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Virginia. Toth Financial Advisory Corp is a registered investment company that has its headquarters in Leesburg, VA. It handles $754 million in assets under management across its 1,920 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,920 customer accounts, 34% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Toth Financial Advisory Corp performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fees usually vary depending on which service is offered. However, fees billed by Toth Financial Advisory Corp likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Toth Financial Advisory Corp Brokerage Details
$753,734,622
17
1,920
$392,570
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Susan Sdwynford Work History
Susan has been registered as a financial advisor for 31 years.*
Toth Financial Advisory Corp
*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 Susan Sdwynford 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 Toth Financial Advisory Corp
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
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