Glenn Mark Cassidy
Investment adviser representative at Accelerate Retirement
14 yearsExperience
2 statesRegistered in
$315.4MFirm assets
3 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 fee
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
14 years in the industry.
- Accelerate RetirementMay 2023 to now
- Nfp RetirementDec 2021 to Jul 2023
- Triad AdvisorsJan 2019 to Dec 2021
- Resources Investment AdvisorsDec 2018 to Jan 2022
- LPL Financial, LLCOct 2017 to Dec 2018
- Independent Financial PartnersSep 2017 to Dec 2018
- Gwfs Equities, Inc.Jun 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 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
- 4193108
- Firm CRD
- 325859