Mary E. Mcclennen-glica

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Phoenixville, PA 19460

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CRD#: 6049372

Professional summary

Mary Elizabeth Mcclennen-glica, who also goes by Mary Elizabeth Mcclennen, Mary E Mcclennen-meredith, Mary E Meredith, is a registered financial advisor currently at VERMILLION & WHITE WEALTH MANAGEMENT GROUP located in Phoenixville, Pennsylvania.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mary has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Elizabeth Mcclennen | Mary E Mcclennen-Meredith | Mary E Meredith

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 Mary Elizabeth Mcclennen-glica'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®

None

Experience

Current

July 16, 2021 - Present

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Office #1: 521 Kimberton Road, Phoenixville, PA 19460

RIA

CRD#: 168215

Phoenixville, PA

Past

October 14, 2019 - February 23, 2021

LPL FINANCIAL LLC

CRD#: 6413

HARLEYSVILLE, PA

Past

August 29, 2019 - September 26, 2019

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SANATOGA, PA

Past

November 29, 2017 - September 11, 2019

LPL FINANCIAL LLC

CRD#: 6413

HARLEYSVILLE, PA

Past

October 7, 2014 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

HARLEYSVILLE, PA

Past

June 10, 2013 - May 13, 2014

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

WAYNE, PA

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".

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP

CRD#: 168215 / SEC#: 801-121066

RIA

Registered Investment Advisory firm - (2/1/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/19/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/16/2021)

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

State Security Law Exam

IAR

Series 65

Date: 5/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/22/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 7/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/7/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP

CRD#: 168215 / SEC#: 801-121066

RIA

Registered Investment Advisory firm - (2/1/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/19/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

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Contact information

Main Address

521 Kimberton Road, Phoenixville, PA 19460

Mailing Address

Phone number

(610) 977-2098

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERMILLION & WHITE WEALTH DISCLOSURE BROCHURE (3/29/2024)

Regulatory assets under management

Total Number of Accounts	825
AUM (Assets Under Management)	$ 203,336,800

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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Firm Stability Insights

Mary E. Mcclennen-glica

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Mcclennen-glica's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

VOYA FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2021

Series 63

Date: 10/9/2013

Series 6TO

Date: 3/22/2023

Series 7TO

Date: 7/12/2022

SIE

Date: 10/1/2018

Series 6

Date: 6/7/2013

Current Firm

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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