MG
MG

Michelle Glicklin

28 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
440 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$471.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1421 Prince Street, Suite 200, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michelle is involved with several organizations, including The McLaughlin Companies, LLC, Union Street Partners, LLC, and Management Solutions Plus, dedicating a few hours per week to each. She also serves as Vice Chair of the Endowment Committee and Treasurer at Temple B'nai Shalom, spending minimal time annually and a few hours per week, respectively.

Employment History
Current Registrations
Mclaughlin Ryder Investments, INC.
August 2022 - Present · 3 yrs 6 mos
Mclaughlin Ryder Investments, INC.Broker
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Coburn & Meredith, INC.Broker
December 2003 - May 2011 · 7 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1997 - December 2003 · 6 yrs 1 mo
State Registrations4 states
DCMDNCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.