Company Information

Get to know Preston Todd Advisors

Preston Todd Advisors is a specialized, boutique investment bank focused exclusively on the payments, FinTech, and financial services sectors. The firm provides expert merger and acquisition (M&A) and capital raising advisory services to a diverse range of clients, from innovative startups to established Fortune 500 companies. Their core mission is to leverage deep industry expertise to guide clients through complex strategic transactions, including sell-side and buy-side M&A, and private placements of debt and equity. The firm is a DBA of PT Capital, LLC, a registered broker-dealer with FINRA and SIPC.

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Financial Financial AdvisementPRIMARY
Financial Banking
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Preston Todd Advisors

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.