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Michelle Glass

18 Years of Experience
Sheffield Lake, OH
Broker

Michelle Glass is a registered investment advisor at Cetera Investment Advisers LLC, based in Sheffield Lake, OH, with 18 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Sheffield Lake, OH

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michelle is the owner of Glass Financial Advisors, a financial services firm, since 2016. She dedicates full-time hours to providing financial services through this business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2022 - June 2023 · 1 yr 5 mos
Voya Financial Advisors, INC.Broker
January 2011 - January 2022 · 11 yrs
Voya Financial Advisors, INC.
January 2011 - January 2022 · 11 yrs
Ing Financial Advisers, LLC
October 2007 - January 2011 · 3 yrs 3 mos
Ing Financial Advisers, LLCBroker
August 2007 - January 2011 · 3 yrs 5 mos
State Registrations10 states
CACTDCFLILNCNYOHPASC
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.