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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

TODD JUSTIN LERNER

Advisor at ADVUS FINANCIAL PARTNERS, LLC

WINTER PARK, FL | VALENCIA, CA

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Search this name across graphsid dfx:ria:60ebf031-08ac-786e-b8f8-ee5d2e8fbc85

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 28, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVUS FINANCIAL PARTNERS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 26, 2007
First registration: May 28, 2008
Dual registered: yes, broker-dealer
Other names: TODD J LERNER
IAPD individual key: 5413511

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVUS FINANCIAL PARTNERS, LLC	Mixed wealth	Apr 1, 2026	n/a	yes	VALENCIA, CA\|WINTER PARK, FL	Current employment
PFG ADVISORS	Independent wealth	Apr 18, 2018	Apr 1, 2026	no	Valencia, CA	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Oct 20, 2017	Dec 31, 2018	no	Valencia, CA\|SCOTTSDALE, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 14, 2011	Sep 18, 2017	no	THOUSAND OAKS, CA\|WOODLAND HILLS, CA\|Westlake Village, CA\|Woodland Hills, CA	Previous registration
PACIFIC FINANCIAL STRATEGIES, INC	Independent wealth	Jan 25, 2010	Jun 3, 2011	no	THOUSAND OAKS, CA	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	May 28, 2008	Feb 19, 2010	no	AGOURA HILLS, CA\|Sugar Land, TX\|AGOURA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PFG ADVISORS	ADVUS FINANCIAL PARTNERS, LLC	Apr 1, 2026	Apr 1, 2026	0	Firm change	RIA to RIA
CUE FINANCIAL GROUP, INC.	PFG ADVISORS	Dec 31, 2018	Apr 18, 2018	-257	Firm change after gap	RIA to RIA
MORGAN STANLEY	CUE FINANCIAL GROUP, INC.	Sep 18, 2017	Oct 20, 2017	32	Firm change	Other
PACIFIC FINANCIAL STRATEGIES, INC	MORGAN STANLEY	Jun 3, 2011	Jun 14, 2011	11	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	PACIFIC FINANCIAL STRATEGIES, INC	Feb 19, 2010	Jan 25, 2010	-25	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
21033:173344:AZ:2018-12-31	Dec 31, 2018	Apr 18, 2018	SCOTTSDALE, AZ	Firm change after gap

Relationships

Registered with (6)

→ ADVUS FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Apr 18, 2018 to Apr 1, 2026factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 20, 2017 to Dec 31, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 14, 2011 to Sep 18, 2017factForm ADV
→ PACIFIC FINANCIAL STRATEGIES, INCRegistered adviserregistration: previous registration
Jan 25, 2010 to Jun 3, 2011factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
May 28, 2008 to Feb 19, 2010factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
Todd Justin Lerner left Pfg Advisors for Advus Financial Partners, Llc (registered 2026-04-01)
Form ADVobserved 4 days ago