Thomas Joseph Britt

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2025
  Private Client Services, Llc
  Old Lyme, CT
• 02/2016 → 12/2016
  Greenwich Wealth Management, Llc
  Old Lyme, CT
• 08/2007 → 09/2024
  Benchmark Wealth Management, Llc
  Old Lyme, CT
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Old Lyme, CT

Previous Registrations

• 2016-11-14 → 2025-09-10
  Benchmark Wealth Management, Llc
  Old Lyme, CT
• 2016-02-02 → 2017-01-04
  Greenwich Wealth Management, Llc
  Greenwich, CT
• 2007-08-16 → 2016-02-02
  Wells Fargo Advisors Financial Network, Llc
  Old Lyme, CT
• 2000-08-23 → 2007-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New London, CT
  Mystic, CT

Other Businesses

1) Client Trust A; Investment-related; 80-1 Mile Creek Road, Old Lyme, CT 06371; Trust; Trustee; 04/2016; 3 hrs. per month. 2) Client Trust B; Investment-related; 80-1 Mile Creek Road, Old Lyme, CT 06371; Trust; Trustee; 04/2016; 3 hrs. per month.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-18

Designations

• Certified Financial Planner

Other Names

• Tom Britt