RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Todd Michael Cesca
- Title
- Sr. Wealth Advisorreportedmerceradvisors.comfirm site, Sep 15, 2026
- Designations
- CRPCreportedmerceradvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- merceradvisors.com/meet-our-team/todd-cescareportedmerceradvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mercer Global Advisors Inc. independent RIA currentsince Apr 17, 2026 · Kennebunk, Me
- Charter Oak Capital Management formerJun 24, 2003 to Aug 26, 2026 · Portland, Me
- Charter Oak Capital Management to Mercer Global Advisors Inc.left Aug 26, 2026, registered Apr 17, 2026 (-131 days) · RIA to RIA · moved with a team
- Todd Michael Cesca left Charter Oak Capital Management for Mercer Global Advisors Inc. (registered 2026-04-17)Aug 26, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address