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Todd Petzel

Chief Economist at Offit Capital Advisors

Officer record from the firm’s Form ADVForm ADV filed 19 August 2026

Todd Petzel is Chief Economist of Offit Capital Advisors LLC, a New York investment adviser.

Role at Offit Capital Advisors

Title on Schedule A
Chief Economist
Control
Todd Petzel is a control person of Offit Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Todd Petzel has held the filed role since July 2007.

The firm

Offit Capital Advisors LLC
New York, NY

Form ADV filed 19 August 2026

$20.6B AUM378 clients55 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Todd Petzel is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Todd Petzel
CRD
2945339
Firm
Offit Capital Advisors LLC
Record basis
Form ADV officer listing
Firm bio
offitcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Offit Capital lists Todd E. Petzel as chief economist and lists BA, MA and PhD degrees from the University of Chicago. Offit Capital, Our People

Common questions

Where does Todd Petzel work?

Todd Petzel has been Chief Economist of Offit Capital Advisors LLC since July 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at Offit Capital Advisors

Sources

  1. IAPD individual lookup, CRD 2945339. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Offit Capital Advisors LLC, filed 19 August 2026. Title, control and ownership bands.
  3. Offit Capital Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Todd Petzel or Offit Capital Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.