Glenn S. Searles

SKYBOX FINANCIAL GROUP LLC

Strongsville, OH

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CRD#: 2400403

Professional summary

Glenn Scott Searles, who also goes by Scott Searles, is a registered financial advisor currently at SKYBOX FINANCIAL GROUP LLC located in Strongsville, Ohio.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Glenn has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Searles

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.

?the name of the other business; Skybox Risk Management, LLC ?whether the business is investment-related; YES ?the address of the other business; 7261 Engle Road, Suite 202 Middleburg Heights Ohio 44130 United States ?the nature of the other business; Insurance Agency ?your position; Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; 2024-01-01 ?the approximate number of hours/month you devote to the other business; 30 ?the number of hours you devote to the other business during securities trading hours; 30 ?and briefly describe your duties relating to the other business; Act as the primary insurance producer for the company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Scott Searles'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®

None

Experience

Current

March 21, 2017 - Present

SKYBOX FINANCIAL GROUP LLC

RIA

CRD#: 148939

Strongsville, OH

Past

October 2, 2013 - March 20, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

STRONGSVILLE, OH

Past

October 2, 2013 - March 20, 2017

CETERA ADVISORS LLC

CRD#: 10299

STRONGSVILLE, OH

Past

July 2, 2012 - October 18, 2013

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

BEACHWOOD, OH

Past

September 13, 2011 - October 31, 2012

ANCORA PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 124845

CLEVELAND, OH

Past

May 9, 2006 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

STRONGSVILLE, OH

Past

May 3, 2006 - October 4, 2013

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

STRONGSVILLE, OH

Past

August 22, 2001 - May 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

INDEPENDENCE, OH

Past

August 3, 2001 - May 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

INDEPENDENCE, OH

Past

December 16, 1996 - August 9, 2001

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

August 19, 1996 - December 31, 1996

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

June 5, 1996 - August 5, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

June 7, 1995 - February 23, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 9, 1994 - December 23, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 8, 1993 - February 25, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 8, 1993 - February 25, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(5/1/2017)

IAR

Ohio
(3/21/2017)

IAR

Texas
(3/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/26/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/15/2001

Registered Options Principal Examination

Current Firm

SKYBOX FINANCIAL GROUP LLC

CRD#: 148939 / SEC#:

Florida

Registered Investment Advisory firm - (9/16/2009 Approved)

Ohio

Registered Investment Advisory firm - (10/28/2009 Approved)

Texas

Registered Investment Advisory firm - (3/6/2025 Conditional Restricted)

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Contact information

Main Address

7261 Engle Rd Suite 202, Middleburg Heights, OH 44130

Mailing Address

Phone number

(440) 238-6983

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	369
AUM (Assets Under Management)	$ 56,851,848

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Glenn S. Searles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Scott Searles's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

ANCORA PRIVATE WEALTH ADVISORS, LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

WMA SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/1994

Series 63

Date: 6/15/1992

SIE

Date: 3/20/2017

Series 7

Date: 10/7/1993

Series 4

Date: 3/15/2001

Current Firm

SKYBOX FINANCIAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKYBOX FINANCIAL GROUP LLC

TRUST BUT VERIFY

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