Todd Dagostino has been Chief Compliance Officer & Chief Financial Officer of Your Private Client Group since February 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Your Private Client Group, Inc. is a firm with $237M under management, 230 clients and 2 advisers in one office, as of its July 2026 filing.
Todd D’Agostino is President of Your Private Client Group. He has over 27 years of experience in the financial services industry. His career began at the Vanguard Group's Flagship Division, and he worked for AssetMark in 1998, spending two decades as an Account Executive in AssetMark's Private Client Group. In 2018 he launched YourPCG.
Todd Dagostino’s longest registration was 9 years at Assetmark, Inc. (2008–2018). Before joining Your Private Client Group in 2018, Todd Dagostino was registered through Assetmark, Inc. and Genworth Financial Asset Management, Inc.
- – present · 8 yearsHuntington Beach, CA · Adviser representative · Firm CRD 292621
- Assetmark, Inc.– · 9 yearsEncino, CA · Adviser representative · Firm CRD 109018
- Genworth Financial Asset Management, Inc– · under a yearEncino, CA · Adviser representative · Firm CRD 105771
Investment adviser representative registrations
Todd Dagostino is registered as an investment adviser representative in 2 states. The first approvals date from March 2018; the most recent is Texas, in May 2018.
- CaliforniaSince 13 March 2018
- TexasSince 10 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 May 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Todd Philip Dagostino
- CRD
- 2189577
- Firm
- Your Private Client Group · CRD 292621
- Role
- Chief Compliance Officer & Chief Financial Officer
- Office
- 5267 Warner Ave , Suite 235, Huntington Beach, CA 92649
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourpcg.com
Where does Todd Dagostino work?
Todd Dagostino has been Chief Compliance Officer & Chief Financial Officer of Your Private Client Group, Inc. since February 2018, and is a control person of the firm.
Is Todd Dagostino a financial advisor?
Yes. Todd Dagostino has a current investment-adviser registration in California and Texas, through Your Private Client Group since March 2018.
How many years of experience does Todd Dagostino have?
Todd Dagostino has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has Todd Dagostino passed?
Todd Dagostino has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in March 2008. FINRA credited Todd Dagostino with the SIE, which began in October 2018.
Where did Todd Dagostino work before Your Private Client Group?
Before Your Private Client Group, Todd Dagostino was registered through Genworth Financial Asset Management, Inc, March 2008 to July 2008.
Where is Todd Dagostino based?
Todd Dagostino’s registered office is in Huntington Beach, CA.
Is Todd Dagostino registered with FINRA?
No. Todd Dagostino has no current broker registration.
How can I verify Todd Dagostino’s record?
Search CRD 2189577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Dagostino’s full registration record.
