Profil
Mr. Todd A.
Sanford is a Senior Wealth Advisor & Director at Mercer Global Advisors, Inc.
Prior to joining Mercer Advisors in 2022, he founded Sanford Financial in March of 2000.
Mr. Sanford is a 1983 graduate of WMU and has held the CFP certification since 1991.
Aktive Positionen von Todd Sanford
Unternehmen | Position | Beginn |
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Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Portfolio Manager-Aktien | 01.05.2022 |
Ehemalige bekannte Positionen von Todd Sanford
Unternehmen | Position | Ende |
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Sanford Advisory Services LLC /Old/
Sanford Advisory Services LLC /Old/ Investment ManagersFinance Sanford Advisory Services LLC (Sanford Advisory) is a registered investment advisor headquartered in Portage, Michigan. The firm was founded in 2009 and is a subsidiary of Mercer Global Advisors, Inc., which is owned by Mercer Advisors, Inc. Sanford Advisory provides investment advisory to individuals, qualified plans, business entities, trusts, estates, or others such as educational, governmental and medical institutions. | Gründer | 01.05.2022 |
Erfahrungen
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Private Unternehmen | 2 |
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Sanford Advisory Services LLC /Old/
Sanford Advisory Services LLC /Old/ Investment ManagersFinance Sanford Advisory Services LLC (Sanford Advisory) is a registered investment advisor headquartered in Portage, Michigan. The firm was founded in 2009 and is a subsidiary of Mercer Global Advisors, Inc., which is owned by Mercer Advisors, Inc. Sanford Advisory provides investment advisory to individuals, qualified plans, business entities, trusts, estates, or others such as educational, governmental and medical institutions. | Finance |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |