Strategic Investment Advisory & Precision Trading
THERESA ERICA TODD, is a verified Top Us Consultant and a financial advisor who understands that there's more to financial planning than helping you decide how to invest. Because those decisions aren't just about money, they're about what that money can do for you, your family and your community. A verified Top US Financial Consultant with over 25 years of experience and have bagged various licenses on different states in the United States of America.
About Me
She provide advice on securities to clients, manage investment portfolios, and offer comprehensive financial planning services. She is a seasoned investment broker with extensive experience in crafting and executing trading strategies that deliver consistent returns. It is my fiduciary duty to guide my clients toward lasting financial success, ensuring every decision aligns with their goals and best interests.
My Philosophy & Approach
My main focus will continue to increase in trading and investing. This is what lights a fire within me, that gets me giddy like nothing else because it's something am very good at and I love to do it. No matter the business, we believe if we do what's right for clients, we'll help them achieve success while also realizing our own. It's that simple. We don't only teach you how to become a successful technical trader, but also expands your mind in ways you'd never expect.
My Services
Comprehensive financial solutions tailored to individual and institutional needs
Cryptocurrency
With nearly a thousand cryptocurrencies in circulation, navigating the crypto market can be overwhelming. I make your crypto investment experience simple, safe, and strategic.
Security on Investments
My investment platform ensures the security of your equity while avoiding leveraged risks, protecting your capital while pursuing growth.
Portfolio Management
I provide professional portfolio management, focusing on consistent returns, capital preservation, and minimizing leverage risk.
Consultation
One-on-one calls and chats to discuss investment options and opportunities tailored to your unique financial goals.
Real Estate
Buying, owning, or selling property can feel like a rollercoaster. I guide you through the process, helping you navigate roadblocks and make informed decisions.
Algo Mining
I leverage genetic algorithms to optimize trading rules and predict security prices, ensuring smarter, data-driven investment strategies.
Investment Planning
I help you design investment plans based on your financial situation, goals, timeline, and risk tolerance to ensure optimal asset allocation.
Mutual Funds
I manage pooled investment equity traded in financial markets, delivering consistent returns under professional brokerage management.
Bonds
Bonds are debt securities issued by corporations or governments. I guide you in investing in bonds for predictable income and safe principal returns at maturity.
REIT Fund
I manage Real Estate Investment Trusts (REITs) that trade on the market and pass rental income as dividends, providing real estate exposure without the hassle of property management.
Professional Journey
Proven leadership and execution across global financial institutions
Founder & Chief Executive Officer
2020 - Present | Burchett, Fender & Smith Inc.Founded BF&S Inc. during the global COVID-19 market crisis to address critical gaps in risk management and capital protection. I lead an innovative trading and advisory team specializing in commodities, cryptocurrencies, ETFs, indices, and precious metals. My role includes overseeing compliance with trading regulations, setting firm-wide risk and capital allocation standards, and delivering senior-level global risk evaluation to protect and grow client assets.
Financial Advisor
2013 - Present | LPL FinancialServing clients through one of the world's leading financial services platforms, providing advisory services across banking, insurance, and asset management. I deliver tailored investment solutions for individuals and institutions across North America, Europe, and the Asia-Pacific region, focusing on long-term wealth preservation and growth.
Trade Expert
2014 - 2021 | Waddell & Reed Financial, Inc.Oversaw high-volume trading operations across more than 100 global venues, providing liquidity for over 200,000 securities. Leveraged advanced trading technologies and data-driven strategies to enhance market efficiency while maintaining disciplined risk controls and consistent execution standards.
Client Testimonials
What clients say about working with me
"I am new to investing and was referred to Theresa Erica Todd by my in-law in London who is also an investor with some of the projects that they offer. Being newly married and knowing that I want to start a family one day and own my house, I figured a good way to protect my families future was to invest. Theresa Erica Todd's real estate team gave me so many positives to look forward to, I get a healthy guidance and after 8months of patience, I'm gonna own a house in Chicago. which really diversifies my investments from real estate to crypto. Definitely a good choice"
"In an era in which we no longer have a personal relationship with our bank managers or lawyers, we greatly value the interest that Mrs Theresa Erica takes in our lives and our ambitions, and the way she uses that information to shape her advice and support."
"She's the best in the field of investing, her strategies are always accurate. I'm glad to have her as a mentor and trade partner."
"Theresa Erica Todd is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. She's is pro-active where the others were not, and has made us focus on our plans for retirement - a huge achievement!"
"I desired a hold of my assets inclusively and I got introduced to Theresa Erica Todd.. Subsequently, then, it has endlessly been one progress to the other. I have gained significantly from working with Theresa Erica Todd."
"Very friendly staff, everyone is efficient, polite and knowledgeable and go that little bit further than others. The little things that make a big difference are what you notice most. I would highly recommend Theresa Erica Todd to anyone looking for investment advice."
Get In Touch
Ready to discuss your financial objectives? Reach out for a confidential consultation
theresaericatodd@email.com
Phone
+1 (437) 523-6468
Based In
New York, NY | Remote Consultations Available