Merrill
46yrs
Top advisor by experience in Princeton
1yr
Rusty Todd
Financial advisor at Strategic Advisers
Rusty Todd is a fiduciary financial advisor in Princeton, New Jersey, with 1 year in the industry. Rusty joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 899 advisors with offices in Princeton, and one of 842 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Rusty
Tailored to Rusty’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rusty
How do I contact Rusty?
Call Strategic Advisers at (617) 563-7000 and ask for Rusty Todd. Rusty works from the Princeton, NJ office.
How long has Rusty been a financial advisor?
Rusty has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Rusty hold?
Series 66. Tap any license on this page to see what it allows.
Is Rusty a fiduciary?
Rusty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rusty paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Rusty 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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