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Marshall Todd Leeds

Cetera Advisor Networks LLC

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About Marshall Todd Leeds

Marshall Leeds is a financial advisor registered with Cetera Advisor Networks LLC. Marshall has been in the financial services industry since September 10, 1982 and has a strong track record of success. Marshall holds multiple licenses and certifications, including Series 7, 24, 63, 99TO, and SIE. Marshall is dedicated to providing clients with personalized financial advice and guidance. Marshall is committed to helping clients achieve their financial goals.

Firm Information

Marshall Leeds is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marshall Leeds’s Registration & Firm History

FL

04/24/2019 - Present

Cetera Advisor Networks LLC (BOCA RATON FL)

FL

03/26/2002 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

MO

01/30/1986 - 03/13/2002

FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

VA

06/02/1993 - 07/07/2001

DMG SECURITIES, INC. (GREAT FALLS VA)

FL

06/18/1996 - 01/02/2001

JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)

FL

10/22/1993 - 01/02/2001

JWGENESIS SECURITIES, INC. (BOCA RATON FL)

FL

12/04/1990 - 06/30/1999

JW GENESIS CLEARING CORP. (BOCA RATON FL)

NA

10/01/1985 - 04/12/1990

CORPORATE MANAGEMENT GROUP SECURITIES, INC.

NA

10/20/1984 - 10/07/1985

MONTAIGNE INVESTMENT CORPORATION

NA

01/19/1982 - 03/10/1984

FIRST AFFILIATED SECURITIES, INC.

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Licenses & Designations

BC

Issued 01/11/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1986

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marshall Todd Leeds.
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