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Michael John Glennon

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jul 2022 to now
  2. Pinnacle Financial Partners/pinnacle BankJul 2022 to now
  3. Raymond James Financial Services, Inc.Jul 2022 to now
  4. Truist Advisory Services, Inc.Feb 2021 to Jul 2022
  5. Truist Investment Services, Inc.Feb 2021 to Jul 2022
  6. Bb&t Securities, LLCJan 2018 to Feb 2021
  7. Bb&t Investment Services, Inc.Aug 2017 to Jan 2018
  8. Merrill Lynch, Pierce, Fenner & Smith Inc.Oct 2013 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (SC).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1782991
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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