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Glenn Searles

Skybox Financial Group LLC
31 Years of Experience
Strongsville, OH
4 DisclosuresSells Insurance
View SEC Summary
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Glenn Searles is a registered investment advisor at Skybox Financial Group LLC, based in Strongsville, OH, with 31 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $75M in assets under management.

Skybox Financial Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
190 clients
Average Client Portfolio
$396K average
Assets Under Management
$75.2M

Fee Structure

Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable within each tier. Held away accounts are charged 0.25% annually.

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

Location

Strongsville, OH

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History

Regulatory History (4)
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.
Regulatory
May 2017
Final
Financial
November 2016
Final
Customer Dispute
May 2013
Closed-No Action
Customer Dispute
October 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glenn is the owner of Skybox Risk Management, LLC, an insurance agency, since January 2024. He acts as the primary insurance producer for the company, dedicating about 10-20% of his time, including during securities trading hours.

Employment History
Current Registrations
Skybox Financial Group LLC
March 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cetera Advisors LLCBroker
October 2013 - March 2017 · 3 yrs 5 mos
Cetera Advisors LLC
October 2013 - March 2017 · 3 yrs 5 mos
First Allied Advisory Services, INC.
July 2012 - October 2013 · 1 yr 3 mos
Inverness Investment Group, LLC
September 2011 - October 2012 · 1 yr 1 mo
First Allied Securities, INC.
May 2006 - July 2012 · 6 yrs 2 mos
First Allied Securities, INC.Broker
May 2006 - October 2013 · 7 yrs 5 mos
Raymond James Financial Services
August 2001 - May 2006 · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2001 - May 2006 · 4 yrs 9 mos
Financial Network Investment CorporationBroker
December 1996 - August 2001 · 4 yrs 8 mos
Wma Securities, INC.Broker
August 1996 - December 1996 · 4 mos
Fortis Investors, INC.Broker
June 1996 - August 1996 · 2 mos
Dean Witter Reynolds INC.Broker
June 1995 - February 1996 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - December 1994 · 7 mos
American Express Financial Advisors INC.Broker
October 1993 - February 1994 · 4 mos
Ids Life Insurance CompanyBroker
October 1993 - February 1994 · 4 mos
State Registrations2 states
FLOH
Advisor

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.
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