Todd Mackler
Todd Mackler is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 28 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 North Post Oak Rd, Suite 320, Houston, TX, 77024
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Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Todd sells fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies. He also holds director positions in several financial and insurance-related entities, and is a successor trustee for his mother's trust, and refers self-employed individuals to Gig Worker Solutions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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