Morgan Stanley
45yrs
Top advisor by experience in Modesto
28yrs
Based in Modesto, California, Todd Barton is a fiduciary financial advisor with 28 years of industry experience. Todd has been with Wells Fargo Advisors since 2016; before that, Todd spent seven years at Morgan Stanley and ten years at Citigroup Global Markets. Todd holds the CFP® designation.
One of 200 advisors with offices in Modesto, and one of 169 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office515 Lyell Dr Suite 103, Modesto, CA 95356
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2016Morgan StanleyPreviously
- 1999 – 2009Citigroup Global Markets Inc.Previously
Contact Todd
Local office(209) 529-0211Ask for Todd. (314) 875-3000Main office · St. Louis, MO 515 Lyell Dr Suite 103Modesto, CA 95356Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Todd’s local office at (209) 529-0211 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Todd Barton.
How long has Todd been a financial advisor?
Todd has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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