Michael B. Glenn

Some features on this profile are disabled

CRD#: 733210

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Burns Glenn, CIMA® was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1981. Michael had worked at 14 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Past

September 17, 2025 - January 5, 2026

VICTORY CAPITAL MANAGEMENT INC.

RIA

CRD#: 106189

Colleyville, TX

Past

April 1, 2025 - January 5, 2026

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

January 4, 2021 - April 25, 2025

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

April 20, 2006 - December 31, 2020

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

August 24, 2004 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

June 13, 2001 - April 1, 2025

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

Grapevine, TX

Past

January 1, 1997 - March 26, 2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

July 28, 1994 - January 1, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 14, 1992 - June 29, 1994

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

January 15, 1992 - June 27, 1994

KEMPER FINANCIAL SERVICES, INC.

CRD#: 798

Past

December 24, 1986 - January 15, 1992

MFS FINANCIAL SERVICES, INC.

CRD#: 18309

BOSTON, MA

Past

August 29, 1986 - January 9, 1987

MASSACHUSETTS FINANCIAL SERVICES COMPANY

CRD#: 7383

Past

March 14, 1984 - December 16, 1986

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

July 19, 1982 - October 26, 1982

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

CRD#: 76

Past

November 12, 1981 - December 27, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

June 23, 1981 - September 12, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

VICTORY CAPITAL MANAGEMENT INC.

CRD#: 106189 / SEC#: 801-46878

RIA

Registered Investment Advisory firm - (5/10/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 8/23/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/29/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/28/1999

General Securities Principal Examination

Current Firm

VICTORY CAPITAL MANAGEMENT INC.

CRD#: 106189 / SEC#: 801-46878

RIA

Registered Investment Advisory firm - (5/10/1994 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15935 La Cantera Pkwy, San Antonio, TX 78256

Mailing Address

Phone number

(877) 660-4400

Established

Firm type

Fiscal year end

# of Employees

460

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VICTORY CAPITAL MANAGEMENT ADV PART 2A - MARCH 2025 (4/8/2025)

Regulatory assets under management

Total Number of Accounts	2,566
AUM (Assets Under Management)	$ 152,291,202,954

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael B. Glenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VICTORY CAPITAL SERVICES, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI DISTRIBUTOR US, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

INVEST FINANCIAL CORPORATION

KEMPER FINANCIAL SERVICES, INC.

MFS FINANCIAL SERVICES, INC.

MASSACHUSETTS FINANCIAL SERVICES COMPANY

CARDELL & ASSOCIATES, INCORPORATED

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VICTORY CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2004

Series 65

Date: 8/29/1994

Series 63

Date: 6/25/1981

SIE

Date: 10/1/2018

Series 7

Date: 6/20/1981

Series 24

Date: 9/28/1999

Current Firm

VICTORY CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTORY CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

Similar Advisors