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Todd Vandam

Investment Adviser Representative at Pallas Capital Advisors, LLC

Braintree, MACRD #8230580Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd Vandam is an investment adviser representative with Pallas Capital Advisors, LLC in Braintree, MA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.

Office

45 Braintree Hill Office Park, Suite 201
Braintree, MA 02184

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/5/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Pallas Capital Advisors, LLCCurrent
3/4/2026 – Braintree, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pallas Capital Advisors, LLC
    Feb 2026 – no end date reportedBraintree, MA
  2. Loomis Sayles & Company
    Dec 1994 – Jul 2025Boston, MA
  3. Unemployed
    Aug 2025 – Jan 2026Scituate, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Pallas Capital Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, investment management, family office services, retirement planning, trust and estate strategies, tax strategies, and financial modeling.

Retirement PlanningFinancial PlanningEstate PlanningInsuranceMedicare
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementFamily OfficeRetirement PlanningEstate PlanningTrust StrategiesTax StrategiesIndependent RIAFinancial Modeling

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
26
Offices listed on AdvisorFinder:
5
Main office:
Braintree, MA
Founded:
2019
SEC file number:
801-119646

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Pallas Capital Advisors, LLC

Showing 12 of 26 in the directory

View Pallas Capital Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Vandam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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