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Marshall Todd Leeds

SUMMIT FINANCIAL GROUP INC·BOCA RATON, Florida
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordSUMMIT 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUMMIT FINANCIAL GROUP INC
CRD 109485 · SEC 801-56645
AUM
$4.5B
Regulatory assets under management
Employees
324
18,220 client accounts
Services offered by SUMMIT FINANCIAL GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SUMMIT FINANCIAL GROUP INC →
Introduction

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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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Steven Craig Jacobs
BOCA RATON, FL
Daniel Alan Feniger
BOCA RATON, FL

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