Bryan David Glancy
CFP®Professional Summary
Bryan David Glancy, CFP® is a registered financial advisor currently at SPINNAKER FINANCIAL GROUP, LLC located in Independence, Ohio. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bryan has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Investment Management
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
Specializations
Other Aliases
There are no additional aliases reported.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Current Firm
SPINNAKER FINANCIAL GROUP, LLC
Contact Information
Main Address
5005 Rockside Road Suite 600-103, Independence, OH 44131Mailing Address
P.o. Box 33220, North Royalton, OH 44133Phone Number
(888) 615-4101# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
213AUM (Assets Under Management)
$59,395,955Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
(11/15/2012)
(8/5/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
CRS (Client Relationship Summary) - RIA
Click below to view Bryan David Glancy's CRS (Customer Relationship Summary).
Services Offered by Bryan
- Business Services
- Investment Management
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
