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Todd Michael Cesca

Investment adviser representative at Mercer Global Advisors Inc.
24 yearsExperience
2 statesRegistered in
$84.4BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Mercer Global Advisors Inc.Apr 2026 to now
  2. Purshe Kaplan Sterling InvestmentsJan 2005 to Dec 2022
  3. Charter Oak Capital ManagementJul 2002 to Apr 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (ME, NH).

Mercer Global Advisors Inc.

$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4187446
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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