Career
Todd Alton has been Chief Executive Officer of Public Trust Advisors since January 2021. Todd Alton is a control person of the firm and directly owns under 5% of it.
Public Trust Advisors, LLC is a Denver, CO firm with $104B under management, 82 clients and 81 advisers across 14 offices, as of its April 2026 filing.
- Bear Creek Asset Management, LLC– · 2 yearsDenver, CO · Adviser representative · Firm CRD 137677
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 14 May 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 May 1997 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Todd William Alton
- CRD
- 2876968
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Todd Alton work?
Todd Alton has been Chief Executive Officer of Public Trust Advisors, LLC since January 2021, and is a control person of the firm.
Does Todd Alton have a current investment-adviser registration?
Todd Alton has a current broker registration and no current investment-adviser registration.
What exams has Todd Alton passed?
Todd Alton has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in May 1997. FINRA credited Todd Alton with the SIE, which began in October 2018.
Where was Todd Alton previously registered as an investment adviser?
Todd Alton has past investment-adviser registrations through Bear Creek Asset Management, LLC, November 2017 to November 2020; Public Trust Advisors, LLC, March 2016 to November 2017, across 2 firms.