Todd Burton has been an investment adviser representative at Glasgow & Associates since March 2024, and is not listed among the firm’s executive officers or direct owners. Todd Burton holds a Degree in Public Administration/Economics from San Diego State University and a Master's in Financial Planning and Investment Management from UCLA Anderson School of Business. Todd Burton studied at American College of Financial Services.
Glasgow & Associates, LLC is a Wilmington, NC firm with $206M under management, 228 clients and 7 advisers across 5 offices, as of its July 2026 filing.
Todd J. Burton is Senior Wealth Advisor and Director - West Coast of Masonboro Advisors. He joined Masonboro in 2024 from an investment firm in Newport Beach and has over a decade of wealth management experience. He leads the firm's West Coast efforts from its Santa Monica and Temecula offices.
Todd Burton’s longest registration is the current one, 2 years at Glasgow & Associates since 2024. Before joining Glasgow & Associates in 2024, Todd Burton was registered through Pacific Wealth Management.
- Masonboro AdvisorsCurrent– present · 2 yearsSanta Monica, CA · Adviser representative · Firm CRD 145151
- Pacific Wealth Management– · under a yearSan Diego, CA · Adviser representative · Firm CRD 113217
Professional designations
Listed by Glasgow & Associates
- ChFC®
Investment adviser representative registrations
Todd Burton is registered as an investment adviser representative in 2 states. Each was approved in March 2024.
- CaliforniaSince 8 March 2024
- North CarolinaSince 11 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 1 October 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2019 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Todd Jarrett Burton
- CRD
- 7155447
- Firm
- Glasgow & Associates · CRD 145151
- Office
- 2450 Colorado Avenue, Suite 100E, Santa Monica, CA 90404
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonboroadvisors.com
Where does Todd Burton work?
Todd Burton is an investment adviser representative registered through Glasgow & Associates, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Todd Burton a financial advisor?
Yes. Todd Burton has a current investment-adviser registration in California and North Carolina, through Glasgow & Associates since March 2024.
How many years of experience does Todd Burton have?
Todd Burton has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Todd Burton passed?
Todd Burton has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in October 2019.
Where did Todd Burton work before Glasgow & Associates?
Before Glasgow & Associates, Todd Burton was registered through Pacific Wealth Management, October 2019 to April 2020.
Where is Todd Burton based?
Todd Burton’s registered office is in Santa Monica, CA.
Is Todd Burton registered with FINRA?
No. Todd Burton has no current broker registration.
How can I verify Todd Burton’s record?
Search CRD 7155447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Burton’s full registration record.
