Todd Steven Mackler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 01/2017
  Raymond James & Associates, Inc.
  Ft. Lauderdale, FL
• 01/2017 → 07/2021
  Ameriprise Finanical Services, Inc.
  Ft Lauderdale, FL
• 07/2021 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 07/2021 → Present
  Texas Gulf Coast Financial Group, Llc
  The Woodlands, TX
• 07/2021 → Present
  Totus Financial Group, Llc
  The Woodlands, TX
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2022 → Present
  Totus Wealth Management, Llc
  Houston, TX

Previous Registrations

• 2017-01-03 → 2021-07-23
  Ameriprise Financial Services, Llc
  Ft Lauderdale, FL
  Coral Gables, FL
  Coral Gables, FL
• 2012-05-29 → 2017-01-05
  Raymond James & Associates, Inc.
  Ft. Lauderdale, FL
  Coral Springs, FL
  St. Petersburg, FL
  Fort Lauderdale, FL
  Weston, FL
• 2011-02-28 → 2013-02-14
  Morgan Keegan & Company, Llc
  Ft. Lauderdale, FL
  Memphis, TN
  Coral Springs, FL
• 2009-06-01 → 2011-02-28
  Morgan Stanley
  Orlando, FL
  Scranton, PA
• 1998-06-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Orlando, FL
  Melbourne, FL

Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 07/2021, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: TEXAS GULF COAST INSURANCE AGENCY INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE, START DATE: 07/2021, POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FIELD DEVELOPMENT, APX NUMBER OF HOURS PER WEEK:2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES; 3) NAME OF OTHER BUSINESS: TEXAS GULF COAST FINANCIAL GROUP, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: OPERATIONAL ENTITY, START DATE: 07/2021, POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FIELD DEVELOPMENT, LESS THAN ONE HOUR PER WEEK NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ENTITY FOR EXPENSE MANAGEMENT; 4) NAME OF OTHER BUSINESS: TOTUS FINANCIAL GROUP, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: OPERATIONAL ENTITY, START DATE: 07/2021, POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FIELD DEVELOPMENT, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ENTITY FOR EXPENSE MANAGEMENT; SER5) NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2022, POSITION/TITLE/RELATIONSHIP: EXECUTIVE SENIOR PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FAMILY TRUST, START DATE: 05/10/21, POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: NAMED SUCCESSOR TRUSTEE FOR MOTHER'S TRUST; 7) NAME OF OTHER BUSINESS: GIG WORKER SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRALS; START DATE : 09/2023; POSITION/TITLE/RELATIONSHIP: REFERER; APX NUMBER OF HOURS PER WEEK: 0-2; APX NUMBER OF HOURS DURING TRADING HOURS: 0-2; BRIEF DESCRIPTION OF DUTIES: REFER SELF EMPLOYED INDIVIDUALS TO GIG WORKER SOLUTIONS FOR SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-20
• S65 Uniform Investment Adviser Law Examination
  1998-06-20