TB
Todd J. Burton
MASONBORO ADVISORS
Santa Monica, CA 90404
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CRD#: 7155447
TB
Professional summary
Todd Jarrett Burton is a registered financial advisor currently at MASONBORO ADVISORS located in Santa Monica, California.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Todd has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Quotey, LLC; Insurance Agent; 5815 Oleander Drive, Suite 260, Wilmington, NC 28403; Investment Related; Insurance and Annuity product sales; start date: March 2024; 8 Hrs/Month; 0 Hrs during normal trading hours (2) Mercor; Wealth Management Consultant; 32650 Via Destello, Temecula, CA 92592; Investment Related; Analyze and improve AI models as they relate to the wealth management domain; Start Oct 2025; 40-50 Hrs/Month; 0 Hrs during normal trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Todd Jarrett Burton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 8, 2024 - Present
MASONBORO ADVISORS
Office #1: 2450 Colorado Avenue Suite 100e, Santa Monica, CA 90404RIA
CRD#: 145151
Santa Monica, CA
Past
October 30, 2019 - April 17, 2020
PACIFIC WEALTH MANAGEMENT
RIA
CRD#: 113217
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/8/2024)
IAR
North Carolina(3/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5815 Oleander Drive Suite 260, Wilmington, NC 28403
Mailing Address
Phone number
(910) 742-0509
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 155,941,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
