MG
Michelle Glicklin
MCLAUGHLIN RYDER INVESTMENTS
ALEXANDRIA, VA 22314
Some features on this profile are disabled
CRD#: 2613260
MG
Professional summary
Michelle Glicklin, who also goes by Michelle Lake, is a registered financial advisor currently at MCLAUGHLIN RYDER INVESTMENTS, INC. located in Alexandria, Virginia.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Michelle has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 4, Series 53, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Lake
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.
01/2011 - The McLaughlin Companies, LLC (THE HOLDING COMPANY OF MCLAUGHLIN RYDER INVESTMENTS, INC.) APPROX. 2 HOURS PER WEEK. 01/2011 - UNION STREET PARTNERS, LLC (AN AFFILIATED REGISTERED INVESTMENT ADVISER FIRM). APPROX. 2 HOURS PER WEEK. 04/2017 - MANAGEMENT SOLUTIONS PLUS (AN ASSOCIATION MANAGEMENT COMPANY). APPROX. 2 HOURS PER WEEK. 06/2018 - APPOINTED VICE CHAIR OF THE ENDOWMENT COMMITTEE AT TEMPLE B'NAI SHALOM - APPROX. 20 HOURS ANNUALLY 07/2024 - TEMPLE B'NAI SHALON TREASURER, APPROX. 6 HOURS WEEKLY NOT DURING TRADING HOURS, VOLUNTARY
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Glicklin's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Michelle Glicklin'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
August 5, 2022 - Present
MCLAUGHLIN RYDER INVESTMENTS, INC.
Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314RIA
BD
CRD#: 147529
ALEXANDRIA, VA
Current
May 20, 2011 - Present
MCLAUGHLIN RYDER INVESTMENTS, INC.
Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314RIA
BD
CRD#: 147529
ALEXANDRIA, VA
Past
December 8, 2003 - May 23, 2011
COBURN & MEREDITH, INC.
BD
CRD#: 164
ALEXANDRIA, VA
Past
November 24, 1997 - December 2, 2003
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
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".
MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.
CRD#: 147529 / SEC#: 801-107125, 8-67911
RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(1/15/2014)
RR
Maryland(1/15/2014)
RR
North Carolina(2/8/2012)
RR
Virginia(2/8/2012)
IAR
Virginia(8/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.
CRD#: 147529 / SEC#: 801-107125, 8-67911
RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Mailing Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Phone number
(703) 684-9222
Established
Minnesota since 07/02/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3
SEC notice filing (20 States and Territories)
FINRA licenses (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 471,632,619 |
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.
