Wayne T. Lavallee

GLR PARTNERS | Vice President–Wealth Management

COLUMBIA, MD 21045

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CRD#: 2801169

Professional summary

Wayne Thomas Lavallee, CFP®, ChFC®, who also goes by Wayne Thomas Lavalle, Wayne Thomas Lavallee, is a registered financial advisor currently at GLR PARTNERS located in Columbia, Maryland and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Wayne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Wayne has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Business Succession Planning

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Wayne Thomas Lavalle | Wayne Thomas Lavallee

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.) GLR PARTNERS - 5/16/25 - 8820 Columbia 100 Pkwy, Suite 230, Columbia, MD 21045 - Managing Partner, Director of tax estate planning/co head wealth mgmt, Invt Rel, RIA Firm, 120 hrs/mo; 30 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Thomas Lavallee'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: 2002

ChFC^®

Chartered Financial Consultant

Education

Accounting and Economics

1976 - 1981

Experience

Current

May 16, 2025 - Present

GLR PARTNERS

Office #1: 8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045

RIA

CRD#: 334902

COLUMBIA, MD

Current

May 16, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 16, 2015 - May 29, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BALTIMORE, MD

Past

October 16, 2015 - May 29, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BALTIMORE, MD

Past

June 1, 2009 - October 20, 2015

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBIA, MD

Past

June 1, 2009 - October 20, 2015

MORGAN STANLEY

CRD#: 149777

COLUMBIA, MD

Past

November 19, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COLUMBIA, MD

Past

November 19, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COLUMBIA, MD

Past

January 1, 2002 - February 13, 2009

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

WHEATON, MD

Past

November 14, 1996 - December 15, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

SILVER SPRING, MD

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
(5/16/2025)

California
(5/16/2025)

Delaware
(5/16/2025)

District of Columbia
(5/16/2025)

Florida
(5/16/2025)

Georgia
(5/16/2025)

Illinois
(5/16/2025)

Maryland
(5/16/2025)

IAR

Maryland
(5/16/2025)

New Jersey
(5/16/2025)

New York
(5/16/2025)

North Carolina
(5/16/2025)

Ohio
(5/17/2025)

Oregon
(5/16/2025)

Pennsylvania
(5/16/2025)

South Carolina
(5/16/2025)

Texas
(5/16/2025)

Virginia
(5/16/2025)

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: 10/30/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/2/2012

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/4/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GLR PARTNERS

GLR PARTNERS | GLR PARTNERS, LLC

CRD#: 334902 / SEC#: 801-132581

RIA

Registered Investment Advisory firm - (5/15/2025 120-Day Approval)

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Contact information

Main Address

8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045

Mailing Address

Phone number

(410) 446-9094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLR PARNTERS ADV PART 2A 9-2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 237,268,195

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Wayne T. Lavallee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Thomas Lavallee's CRS (Customer Relationship Summary).

Certified licenses

Education

Experience

THE LEADERS GROUP, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/1997

Series 63

Date: 12/6/1996

SIE

Date: 10/1/2018

Series 31

Date: 4/2/2012

Series 7

Date: 9/4/1998

Series 6

Date: 11/13/1996

FINRA

Current Firm

GLR PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLR PARTNERS

TRUST BUT VERIFY

Contact information

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