CS
Christine R. Schmitz
GLASS JACOBSON WEALTH ADVISORS
OWINGS MILLS, MD 21117
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CRD#: 2767312
CS
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 OSAIC WEALTH, 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 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. APPOINTED WITH MULTIPLE INSURANCE CARRIERS; INVESTMENT RELATED; 10711 RED RUN BLVD #101 OWINGS MILLS, MD 21117; INSUARNCE ANNUITIES; INDIVIDUAL PRODUCERS; 10/2003; 80HRS/ MONTH; 3-4 HOURS/DAY; ALL COMMISSIONS PAYABLE TO GLASS JACOBSON; SELLING INSURANCE/ANNUITIES; 2. ST BARNABAS EPISCOPAL CHURCH; NOT INVESTMENT RELATED; 7609 MAIN ST SYKESVILLE, MD 21784; CHURCH; VISTRY MEMBER (BOARD OF CHURCH) ; 2009; 6 HOURS/MONTH; NOT COMPENSATED; VOTING MEMBER OF BOARD; 3. AAUW OF MARYLAND; NOT INVESTMENT RELATED;5925 Grace Lee Ave,Sykesville,MD 21784; NON-PROFIT CHARITABLE ORGANIZATION;Treasurer;7/1/2017; 4 HOURS/MONTH;0 hrs during trading;track receipt of AAUW Maryland dues & pay bills for organization 4. AAUW NATIONAL POSITION: Board Member NATURE: Charitable Non-profit 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 1310 L Street NW, Suite 1000, Washington MD 20005, United States DESCRIPTION: Board of Directors, Governance Board, Finance Committee Chair. I do not have any signature authority over finances.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Rutt Schmitz'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®
CFP®
Start date: 1994
Experience
Current
October 16, 2003 - Present
GLASS JACOBSON WEALTH ADVISORS
Office #1: 10711 Red Run Blvd; Suite 101, Owings Mills, MD 21117RIA
CRD#: 120141
OWINGS MILLS, MD
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 10055 Red Run Blvd Suite 160, Owings Mills, MD 21117RIA
BD
CRD#: 23131
Owings Mills, MD
Past
October 17, 2003 - August 23, 2024
TRIAD ADVISORS LLC
BD
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.
BD
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.
BD
CRD#: 468
BOSTON, MA
Past
August 5, 1996 - September 30, 1999
HOWARD WEIL INCORPORATED
BD
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".
GJ
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)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
Alabama(8/23/2024)
RR
Arizona(8/23/2024)
RR
Arkansas(8/23/2024)
RR
California(8/23/2024)
RR
Delaware(8/23/2024)
RR
District of Columbia(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Hawaii(8/23/2024)
RR
Illinois(8/23/2024)
RR
Kentucky(8/23/2024)
IAR
Maryland(10/16/2003)
RR
Maryland(8/23/2024)
RR
New Jersey(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Carolina(8/23/2024)
RR
Texas(8/23/2024)
RR
Virginia(8/23/2024)
RR
West Virginia(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GJ
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)Upgrade to AdvisorCheck Premium
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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
19
SEC notice filing (13 States and Territories)
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 | ||
| 01/02/2024 | ||
| 01/23/2023 |
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.
