Glenn M. Cassidy

ACCELERATE RETIREMENT

Aliso Viejo, CA 92656

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CRD#: 4193108

Professional summary

Glenn Mark Cassidy, AIF® is a registered financial advisor currently at ACCELERATE RETIREMENT located in Aliso Viejo, California.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Glenn has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) BackNine Insurance Services;investment related;310 N. Westlake Blvd,Suite 240,Westlake Village,CA 91362;non variable insurance;insurance agent;9/2017;10 hrs/month;0 hrs during trading;working with multiple carriers 2) Colonial Surety Company;not investment related;1238 Tice Boulevard,Woodcliff Lake,NJ 07677;ERISA insurance products-fidelity bond and fiduciary liability coverage;independent insurance agent;9/1/2021;less than 1 hr/month;0 hrs during trading;offer ERISA based insurance coverage for my qualified plan clients, ERISA bonds and optional fiduciary liability coverage.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Mark Cassidy'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 10, 2023 - Present

ACCELERATE RETIREMENT

Office #1: 120 Vantis Drive Suite 400, Aliso Viejo, CA 92656

RIA

CRD#: 325859

Aliso Viejo, CA

Past

December 6, 2021 - July 31, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

ALISO VIEJO, CA

Past

January 2, 2019 - December 31, 2021

TRIAD ADVISORS LLC

CRD#: 25803

Riverside, CA

Past

December 3, 2018 - January 6, 2022

ONEDIGITAL

RIA

CRD#: 106766

Riverside, CA

Past

October 23, 2017 - December 31, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Riverside, CA

Past

October 4, 2017 - December 31, 2018

LPL FINANCIAL LLC

CRD#: 6413

RIVERSIDE, CA

Past

July 12, 2012 - August 24, 2017

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

May 10, 2005 - July 2, 2012

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

June 6, 2000 - September 18, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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

California
(5/10/2023)

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: 10/23/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/9/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

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 M. Cassidy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Mark Cassidy's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

TRIAD ADVISORS LLC

ONEDIGITAL

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

EMPOWER FINANCIAL SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2017

Series 63

Date: 7/29/2005

SIE

Date: 10/1/2018

Series 6

Date: 5/9/2005

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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