Todd Robert Marsell
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
2 statesRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark Brokerage, LLCOct 2018 to now
- Assetmark Financial Holdings, Inc.Oct 2018 to now
- Assetmark, Inc.May 2018 to now
- Dcm BrokersNov 2016 to Oct 2018
- Dearborn Capital ManagementNov 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4816620
- Firm CRD
- 109018