Todd Norris has been an investment adviser representative at Glass Jacobson Investment Advisors since November 2020, and is not listed among the firm’s executive officers or direct owners.
Glass Jacobson Investment Advisors, LLC is an Owings Mills, MD firm with $928M under management, 504 clients and 9 advisers in one office, as of its March 2026 filing.
Todd Norris’ longest registration is the current one, 5 years at Glass Jacobson Investment Advisors since 2020. Before joining Glass Jacobson Investment Advisors in 2020, Todd Norris was registered through Facet Wealth, Inc and Commonwealth Financial Network.
- Mercer Global Advisors Inc.Also current– present · under a yearOwings Mills, MD · Adviser representative · Firm CRD 147363
- – present · 5 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
- Facet Wealth, Inc– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 285961
- Commonwealth Financial Network– · 1 yearSevern, MD · Adviser representative · Firm CRD 8032
- Prime Investment Advisors– · under a yearBethesda, MD · Adviser representative · Firm CRD 111498
- Stratwealth– · under a yearColumbia, MD · Adviser representative · Firm CRD 113678
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearAnnapolis, MD · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 149777
- Brown Advisory Securities, LLC– · 2 yearsBaltimore, MD · Adviser representative · Firm CRD 120736
Investment adviser representative registrations
Todd Norris is registered as an investment adviser representative in Maryland, since November 2020.
- MarylandSince 20 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 August 2008 |
| Series 7 | General Securities Representative Examination | 18 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5415707
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Office
- 10055 RED RUN BLVD, SUITE 160, Owings Mills, MD 21117
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Todd Norris work?
Todd Norris is an investment adviser representative registered through Glass Jacobson Investment Advisors, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Todd Norris a financial advisor?
Yes. Todd Norris has a current investment-adviser registration in Maryland, through Glass Jacobson Investment Advisors since November 2020.
How many years of experience does Todd Norris have?
Todd Norris has 17 years in the financial industry, since December 2008, across 9 adviser firms.
What exams has Todd Norris passed?
Todd Norris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2007. FINRA credited Todd Norris with the SIE, which began in October 2018.
Where did Todd Norris work before Glass Jacobson Investment Advisors?
Before Glass Jacobson Investment Advisors, Todd Norris was registered through Facet Wealth, Inc, November 2018 to November 2020; Commonwealth Financial Network, November 2016 to August 2018; Prime Investment Advisors, May 2016 to November 2016; Stratwealth, May 2015 to January 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2014 to January 2015; Morgan Stanley, June 2011 to July 2014; Brown Advisory Securities, LLC, August 2008 to May 2011.
Where is Todd Norris based?
Todd Norris’ registered office is in Owings Mills, MD.
Is Todd Norris registered with FINRA?
No. Todd Norris has no current broker registration.
How can I verify Todd Norris’ record?
Search CRD 5415707 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Norris’ full registration record.