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Todd H
Series 63, Series 65
Venice, FL
Todd Wealth Management LLC
Todd Heath Hazlett is the principal advisor at Todd Wealth Management LLC in Venice, FL, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Security Capital Management, J.W. Cole Advisors, and J.W. Cole Financial. He is also a licensed insurance agent involved in the sale of fixed annuities and life insurance. Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non‑HNW clients. The firm manages customized, income-oriented portfolios primarily for clients in or near retirement, using a blend of fundamental and technical analysis alongside sub‑advisory relationships.
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