Unclaimed Profile

Marshall Todd Leeds

SUMMIT FINANCIAL GROUP INC·BOCA RATON, Florida

SUMMIT FINANCIAL GROUP INC

595 S. FEDERAL HIGHWAY, BOCA RATON, FL 33432-5541CRD# 1014569Firm CRD# 109485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marshall Todd Leeds · BOCA RATON, FL

Registration

CRD #1014569 · SUMMIT FINANCIAL GROUP INC

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Marshall Todd Leeds is a registered financial advisor based in BOCA RATON, Florida, affiliated with SUMMIT FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SUMMIT FINANCIAL GROUP INC

AUM

$4.5B

Regulatory assets under management

Employees

324

Total firm employees

View all advisors at SUMMIT FINANCIAL GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1014569

Firm CRD# 109485

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Todd Leeds offer?

Marshall Todd Leeds specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Marshall Todd Leeds's credentials?

Marshall Todd Leeds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshall Todd Leeds located?

Marshall Todd Leeds is based in BOCA RATON, Florida, working with SUMMIT FINANCIAL GROUP INC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Marshall Todd Leeds charge for services?

Marshall Todd Leeds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL GROUP INC?

SUMMIT FINANCIAL GROUP INC has approximately 324 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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