TA
Todd Alan Wulfson
CRD 2837408
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Rock Point Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Rock Point Advisors, Llc
Vice President, Cco · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗