Shaun Siers has been Senior Portfolio Manager, Director of Todd Asset Management since June 2022, is a control person of the firm and directly owns between 5% and 10% of it. Shaun Siers holds an MBA with Distinction from the University of Louisville. Shaun Siers studied BSBA in Finance at the University of Louisville.
Todd Asset Management LLC is a Louisville, KY firm with $6.18B under management, 71 clients and 6 advisers in one office, as of its March 2026 filing.
Shaun C. Siers is Senior Portfolio Manager and Partner of Todd Asset Management. He started his investment career with Todd Investment Advisors as an intern in the summer of 2006 while earning his degree. He was subsequently hired as a research assistant, promoted to Portfolio Manager, and made a partner.
- Todd Asset Management LLCCurrent– present · 3 yearsLouisville, KY · Adviser representative · Firm CRD 109473
Professional designations
Listed by Todd Asset Management
- CFA
Investment adviser representative registrations
Shaun Siers is registered as an investment adviser representative in Kentucky, since June 2023.
- KentuckySince 13 June 2023
Examinations
No examinations are on Shaun Siers’s record.
- Full name
- Shaun Christopher Siers
- CRD
- 6683579
- Firm
- Todd Asset Management · CRD 109473
- Role
- Senior Portfolio Manager, Director
- Office
- 101 SOUTH 5TH STREET, SUITE 3100, Louisville, KY 40202
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- toddasset.com
Where does Shaun Siers work?
Shaun Siers has been Senior Portfolio Manager, Director of Todd Asset Management LLC since June 2022, and is a control person of the firm.
Is Shaun Siers a financial advisor?
Yes. Shaun Siers has a current investment-adviser registration in Kentucky, through Todd Asset Management since June 2023.
How many years of experience does Shaun Siers have?
Shaun Siers has 3 years in the financial industry, since June 2023, across 1 adviser firm.
Where is Shaun Siers based?
Shaun Siers’ registered office is in Louisville, KY.
Is Shaun Siers registered with FINRA?
No. Shaun Siers has no current broker registration.
Is Shaun Siers a CFA charterholder?
Todd Asset Management lists Shaun Siers with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Shaun Siers’ record?
Search CRD 6683579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shaun Siers’ full registration record.
Curtiss ScottPresident, CIO, Director- James JenkinsChief Compliance Officer, CFO, Director
Christopher BennettMarketing Director- Jennifer DossSecretary, COO
John HoldenSenior Portfolio Manager, Director
John PooleManaging Director - Marketing; Director
John WhiteSenior Portfolio Manager, Director of Research, Director