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Anthony Leto

D.A. Davidson & CO.
25 Years of Experience
Edina, MN
1 DisclosureBroker
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Anthony Leto is a registered investment advisor at D.A. Davidson & CO., based in Edina, MN, with 25 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location

Edina, MN

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History

Regulatory History (1)
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Criminal
March 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
September 2022 - Present · 4 yrs 1 mo
D.A. Davidson & CO.
August 2022 - Present · 4 yrs 2 mos
D.A. Davidson & CO.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
D.A. Davidson & CO.
August 2022 - August 2022 · 0 mos
Ameriprise Financial Services, LLC
January 2013 - August 2022 · 9 yrs 7 mos
Ameriprise Financial Services, INC.
May 2010 - December 2012 · 2 yrs 7 mos
Ameriprise Financial Services, LLCBroker
May 2010 - August 2022 · 12 yrs 3 mos
Focus Financial
March 2008 - June 2010 · 2 yrs 3 mos
Royal Alliance Associates, INC.Broker
August 2007 - May 2010 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
November 2006 - July 2007 · 8 mos
Ameriprise Financial Services, INC.Broker
November 2006 - July 2007 · 8 mos
Lincoln Financial Advisors Corporation
July 2003 - November 2006 · 3 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
December 2000 - November 2006 · 5 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
December 2000 - November 2006 · 5 yrs 11 mos
State Registrations5 states
ARMAMNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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