Todd Norris
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Norris is an investment adviser representative in Owings Mills, MD, currently registered with Glass Jacobson Wealth Advisors and Mercer Global Advisors Inc. They have worked in the securities industry since 2008 and have been registered with 9 firms, including Facet Wealth, Inc and Commonwealth Financial Network. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Prime Investment AdvisorsFeb 2016 – Nov 2016Bethesda, MD
- Facet WealthOct 2018 – Nov 2020Baltimore, MD
- ConsultingAug 2018 – Oct 2018Ellicott City, MD
- Life Plan FinancialNov 2016 – Aug 2018Severn, MD
- Mercer Global Advisors Inc.Dec 2025 – no end date reportedOwings Mills, MD
- Glass JacobsonNov 2020 – Dec 2025Owings Mills, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mercer Global Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Path - First $1,000,0001.30%
- Wealth Path - Next $1,000,0001.00%
- Custom Wealth / Ascend Group - First $1,000,0001.10%
- Custom Wealth / Ascend Group - Next $1,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 740
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Denver, CO
- SEC file number:
- 801-69271
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Mercer Global Advisors Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Norris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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