Victoria Capital Management (Charleston, SC) is proud to announce that Todd Kleinfeld has joined our firm. Previously Todd was a Corporate Retirement Director at Morgan Stanley in Valencia and Beverly Hills CA where he managed $90mm in corporate retirement plans and over $110mm in total assets.
With his 23 years at Merrill Lynch and 5 years at Morgan Stanley as Corporate Retirement Director he is one of the most prominent and reputable 401k Advisors in the space. Over his 28 years in the industry, he has mentored several financial advisors; demonstrating how to build, grow and maintain a 401k business. Additionally, Todd has been on the Speakers Panel for 401k conferences across the country helping his peers understand Fiduciary Best Practices. In 2010 and 2011, Todd was nominated Top 300 Most Influential 401k Advisors by 401kWire.com. He also holds his Series 7, 63, 65 and Futures Licenses.