Todd Sult is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 18 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History (1)
Employment Separation After Allegations
October 2010Other Business Activities
Todd works full-time as a sales consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in October 2019.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
First Palladium, LLCBroker
Russell Investments
Russell Investments Financial Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Jackson National Life Distributors LLCBroker
Curian Capital, LLC
Curian Capital, LLC
Curian Clearing, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Jpmorgan Asset Management
Jpmorgan Distribution Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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.