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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

TODD ROBERT MARSELL

Advisor at ASSETMARK, INC.

CONCORD, CA | Plainfield, IL

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Search this name across graphsid dfx:ria:29dadb0f-e1d2-2fe0-58c2-d08ff9bb2606

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 4, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSETMARK, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 3, 2008
First registration: Jul 4, 2008
Dual registered: yes, broker-dealer
Other names: TODD MARSELL|TODD ROBERT MARSELL|TODD MARSELL
IAPD individual key: 4816620

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSETMARK, INC.	Bd affiliated wealth	Jan 5, 2024	n/a	yes	CONCORD, CA\|Plainfield, IL	Current employment
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	Nov 20, 2014	Sep 29, 2016	no	CHICAGO, IL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 23, 2013	Nov 19, 2014	no	PLAINFIELD, IL\|EVANSTON, IL	Previous registration
AMERICAFIRST CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 13, 2010	Feb 6, 2012	no	GRANITE BAY, CA	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Jul 4, 2008	Jul 31, 2009	no	PLAINFIELD, IL\|LISLE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZACKS INVESTMENT MANAGEMENT, INC.	ASSETMARK, INC.	Sep 29, 2016	Jan 5, 2024	2,654	Firm change after gap	Other
PNC WEALTH MANAGEMENT	ZACKS INVESTMENT MANAGEMENT, INC.	Nov 19, 2014	Nov 20, 2014	1	Firm change	Other
AMERICAFIRST CAPITAL MANAGEMENT, LLC	PNC WEALTH MANAGEMENT	Feb 6, 2012	Jul 23, 2013	533	Firm change after gap	Other
ADVISORS ASSET MANAGEMENT, INC.	AMERICAFIRST CAPITAL MANAGEMENT, LLC	Jul 31, 2009	Oct 13, 2010	439	Firm change after gap	Other

Relationships

Registered with (5)

→ ASSETMARK, INC.Registered adviserregistration: current employment
Jan 5, 2024 to presentfactForm ADV
→ ZACKS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 20, 2014 to Sep 29, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 23, 2013 to Nov 19, 2014factForm ADV
→ AMERICAFIRST CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 13, 2010 to Feb 6, 2012factForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 4, 2008 to Jul 31, 2009factForm ADV

Dated events

No dated event names this entity yet.