TrueAdvisor
TrueAdvisor
MG
MG

Michael Glennon

Raymond James Financial Services Advisors, INC
21 Years of Experience
Charleston, SC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Glennon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, SC, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

850 Morrison Dr, Suite 900, Charleston, SC, 29403

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael works as a financial advisor for both Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank since 2022. He dedicates about half of his time to each role, building relationships, seeking prospects, meeting with clients, and managing investment accounts.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Truist Advisory Services, INC.
February 2021 - July 2022 · 1 yr 5 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2017 - January 2018 · 5 mos
Bb&t Investment Services, INC.Broker
August 2017 - January 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2013 - August 2017 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - August 2017 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - November 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2011 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
May 2005 - June 2005 · 1 mo
National Financial Services LLCBroker
September 1996 - July 2003 · 6 yrs 10 mos
State Registrations6 states
MSNCNYOHSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Charleston, SC →All financial advisors in South Carolina →