Christine R. Schmitz

GLASS JACOBSON WEALTH ADVISORS

OWINGS MILLS, MD 21117

CRD#: 2767312

Some features on this profile are disabled

Professional summary

Christine Rutt Schmitz, CFP®, who also goes by Christine Faye Rutt, is a registered financial advisor currently at GLASS JACOBSON WEALTH ADVISORS located in Owings Mills, Maryland and HEIM, YOUNG & ASSOCIATES, INC. located in Owings Mills, Maryland.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Christine has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Christine Faye Rutt

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Rutt Schmitz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

October 16, 2003 - Present

GLASS JACOBSON WEALTH ADVISORS

Office #1: 10711 Red Run Blvd; Suite 101, Owings Mills, MD 21117

RIA

CRD#: 120141

OWINGS MILLS, MD

Current

December 16, 2025 - Present

HEIM, YOUNG & ASSOCIATES, INC.

Office #1: 10055 Red Run Blvd Ste 160, Owings Mills, MD 21784

CRD#: 38993

Owings Mills, MD

Past

August 23, 2024 - December 18, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Owings Mills, MD

Past

October 17, 2003 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Owings Mills, MD

Past

September 23, 2002 - October 15, 2003

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

SYKESVILLE, MD

Past

September 23, 2002 - October 15, 2003

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

April 5, 2000 - September 20, 2002

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

TOWSON, MD

Past

October 27, 1999 - September 20, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

August 5, 1996 - September 30, 1999

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

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".

GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC

CRD#: 120141 / SEC#: 801-62867

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

Maryland

Registered Investment Advisory firm - (4/1/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(12/16/2025)

Arizona
(12/16/2025)

Arkansas
(12/16/2025)

California
(12/16/2025)

Delaware
(12/16/2025)

District of Columbia
(12/16/2025)

Florida
(12/16/2025)

Georgia
(12/16/2025)

Hawaii
(12/16/2025)

Illinois
(12/16/2025)

Indiana
(12/16/2025)

Kentucky
(12/16/2025)

IAR

Maryland
(10/16/2003)

Maryland
(12/16/2025)

New Jersey
(12/16/2025)

New York
(12/16/2025)

North Carolina
(12/19/2025)

Ohio
(12/16/2025)

Pennsylvania
(12/16/2025)

South Carolina
(12/16/2025)

Texas
(12/16/2025)

Virginia
(12/16/2025)

Wisconsin
(12/16/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC

CRD#: 120141 / SEC#: 801-62867

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

Maryland

Registered Investment Advisory firm - (4/1/2004 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10055 Red Run Blvd Suite 160, Owings Mills, MD 21117

Mailing Address

702 King Farm Blvd Suite 610, Rockville, MD 20850

Phone number

(410) 356-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GJW ADVISORS (1/7/2026)

Regulatory assets under management

Total Number of Accounts	1,651
AUM (Assets Under Management)	$ 904,069,809

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/16/2025	Cover Page	Report
01/02/2024	Cover Page	Report
01/23/2023	Cover Page	Report

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.

Similar Advisors

Gary Williams

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

Brian Mckinney

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

Thomas Arasz

THE MARSHALL FINANCIAL GROUP LLC

IAR

HUNT VALLEY, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christine R. Schmitz

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Rutt Schmitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEIM, YOUNG & ASSOCIATES, INC.

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

HOWARD WEIL INCORPORATED

Primary Firm SEC Registration

GLASS JACOBSON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/1999

Series 63

Date: 8/2/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2000

Series 6

Date: 8/2/1996

FINRA

Current Firm

GLASS JACOBSON WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLASS JACOBSON WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors