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Todd Green, portrait

Todd Green

Principal at Alesco Advisors, LLC, an Esl in Pittsford, NY

Investment adviser registrationUpdated

Todd Green is Principal of Alesco Advisors, LLC, an Esl Company, an investment adviser managing $5.61B, and works from its Pittsford, NY office. Todd Green has been registered as an investment adviser representative through Alesco Advisors, LLC, an Esl since 10 February 2026, has 5 years in the industry across 2 firms and has passed the Series 65.

5
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Todd Green has been Principal of Alesco Advisors, LLC, an Esl since November 2025, is a control person of the firm and directly owns under 5% of it. Todd Green holds a BA in Economics and Finance from Binghamton University.

Alesco Advisors, LLC, an Esl Company is a Pittsford, NY firm with $5.61B under management, 639 clients and 13 advisers in one office, as of its April 2026 filing.

Todd D. Green is Principal of Alesco Advisors, an ESL Company. As Principal, Green is responsible for client services and business development, and serves on the firm's Alternative Investment Committee and investment committee. He joined Alesco in July 2007 and has over 35 years of experience in the investment advisory industry. Before joining Alesco, Green held senior investment leadership positions at HSBC Private Bank, Wilmington Trust, and J.P. Morgan.

Todd Green’s longest registration was 4 years at Alesco Advisors LLC (2021–2026). Before joining Alesco Advisors, LLC, an Esl in 2026, Todd Green was registered through Alesco Advisors LLC.

  1. – present · under a year
    Pittsford, NY · Adviser representative · Firm CRD 339091
  2. Alesco Advisors LLC
    – · 4 years
    Pittsford, NY · Adviser representative · Firm CRD 108590

Credentials and registrations

Professional designations

Listed by Alesco Advisors, LLC, an Esl

  • Chartered Financial Analyst (CFA)

Investment adviser representative registrations

Todd Green is registered as an investment adviser representative in New York, since February 2026.

  • New YorkSince 10 February 2026

Examinations

Series 6514 February 1995
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Todd David Green
CRD
2583266
Role
Principal
Office
120 OFFICE PARK WAY, Pittsford, NY 14534
Registration
Investment adviser registration
In the industry since
September 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Todd Green work?

Todd Green has been Principal of Alesco Advisors, LLC, an Esl Company since November 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 April 2026

Is Todd Green a financial advisor?

Yes. Todd Green has a current investment-adviser registration in New York, through Alesco Advisors, LLC, an Esl since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Todd Green have?

Todd Green has 5 years in the financial industry, since September 2021, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Todd Green passed?

Todd Green passed the Series 65 in February 1995.

Source: IAPD individual record, checked 22 October 2026

Where did Todd Green work before Alesco Advisors, LLC, an Esl?

Before Alesco Advisors, LLC, an Esl, Todd Green was registered through Alesco Advisors LLC, September 2021 to January 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Todd Green based?

Todd Green’s registered office is in Pittsford, NY.

Source: IAPD individual record, checked 22 October 2026

Is Todd Green registered with FINRA?

No. Todd Green has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Todd Green a CFA charterholder?

Alesco Advisors, LLC, an Esl lists Todd Green with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.

Source: Todd D. Green biography, alescoadvisors.com

How can I verify Todd Green’s record?

Search CRD 2583266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Green’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Alesco Advisors, LLC, an Esl

Sources

  1. IAPD individual record, CRD 2583266, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Alesco Advisors, LLC, an Esl Company, filed 20 April 2026. Title, control and ownership bands.
  3. Alesco Advisors, LLC, an Esl team page. Biography, education, credentials, awards and the portrait, reproduced for identification.