Todd Sanford

Portfolio Manager-Equities at Mercer Global Advisors, Inc.

Finance

Profile

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.

Todd Sanford active positions

Companies	Position	Start
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-Equities	2022-04-30

All active positions of Todd Sanford

Former positions of Todd Sanford

Companies	Position	End
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.	Founder	2022-04-30

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Private companies	2
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
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