TODD MICHALAK

Financial Advisor

Senior Vice President - Investment Officer

Address: 500 PLUM STREET, FLOOR 05 , SYRACUSE , NY 13204-1496
Call: 315-474-9265  |  800-448-5773    Fax: 315-474-9221
Email: todd.michalak@wellsfargoadvisors.com Compose mail in a new window

My Background

Todd began his career in the financial industry in 2003 with Rydex Investments in Rockville, MD. He worked there for 7 years, holding various roles including shareholder services representative, senior internal wholesaler and portfolio analyst. Todd teamed up with his father, Kim, in September 2010 in an effort to enhance service to their clients and to continue to grow the business.<br/><br/>Todd played collegiate baseball at The Catholic University of America in Washington, DC, where he graduated with honors with a BA in History. Todd grew up in Manlius, a suburb of Syracuse. He met his wife Jennifer, also a Central New York native, while living in the Washington, DC area. They were married in June of 2010 and promptly moved back to their hometown to begin their life together, welcoming their sons Cole in February 2012, Charlie in September 2013 and William in July 2017. They have accumulated four family pets: Two poorly behaved but lovable dogs, Emmett and Scout and two boisterous cat siblings, Taco and Nacho. When he's not working, Todd enjoys spending time with his family and friends, experimenting in the kitchen and reading history.<br/><br/>Todd recently served as Pop Warner football coach for the East Syracuse-Minoa Spartans for the organization's first two years and in the springtime has helped coach Little League for all three of his boys. He has also volunteered with the Young Professionals Advisory Council (YPAC) for the Central New York Make-A-Wish Foundation, raising funds and awareness for Make-A-Wish, whose mission is to grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.

My Associate(s): Michelle L Johnston, Senior Registered Client Associate - Officer

My Experience

  • 2010 - Present : Wells Fargo Advisors, Financial Advisor
  • 2007 - 2010 : Rydex Investments, Portfolio Analyst
  • 2004 - 2007 : Rydex Investments, Internal Wholesaler
  • 2003 - 2004 : Rydex Investments, Shareholder Services Representative

My Education & Credentials

  • Bachelor of Arts - The Catholic University of America
Securities Registered in the following states: AZ, CA, CO, CT, DC, FL, GA, IA, IN, KY, MA, MD, MT, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA
Insurance licensed in the following states: CA (Lic. # 0J16233) Resident State: NY
TODD MICHALAK: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : SYRACUSE Branch