Merrill
43yrs
Top 1% by experience in San Luis Obispo
21yrs
Michael Leeder is a fiduciary financial advisor in San Luis Obispo, California, with 21 years in the industry. Michael joined Merrill in 2005, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 153 advisors with offices in San Luis Obispo, and one of 127 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors at Merrill
Office1020 Marsh St, San Luis Obispo, CA 93401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2005 – nowMerrillCurrent firm
Contact Michael
Local office(805) 596-2222Ask for Michael. (800) 637-7455Main office · New York, NY 1020 Marsh StSan Luis Obispo, CA 93401Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (805) 596-2222 or the Merrill main office at (800) 637-7455, and ask for Michael Leeder.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 21 years. More experience than 67% of advisors at Merrill.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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