Jeffrey Todd
Guyasuta Investment Advisors · Pittsburgh, Pennsylvania
Jeffrey Todd is a fee-only financial advisor at Guyasuta Investment Advisors in Pittsburgh, Pennsylvania. Jeffrey focuses on family wealth transfer and tax planning. Guyasuta Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Guyasuta Investment Advisors |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.44B across 1,389 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6059869 |
| Exams passed | Series 63 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.guyasuta.com |
How Jeffrey's firm compares
- Guyasuta Investment Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 1,389 accounts).
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Questions about Jeffrey
Is Jeffrey Todd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Guyasuta Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Guyasuta Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Todd based?
Jeffrey Todd is based in Pittsburgh, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include family wealth transfer and tax planning. Jeffrey works with multi-generational families.
Is Jeffrey Todd registered with the SEC?
Yes. Jeffrey Todd is registered as an investment adviser representative in PA (CRD 6059869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guyasuta Investment Advisors manage?
Guyasuta Investment Advisors reports $2.44B across 1,389 accounts in assets under management.
How do I contact Jeffrey Todd?
Through Jeffrey's website, www.guyasuta.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Guyasuta Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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