Michael John Glennon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Charleston, SC
• 08/2017 → 01/2018
  Bb&T Investment Services, Inc.
  Mt. Pleasant, SC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Charleston, SC
• 02/2021 → 07/2022
  Truist Investment Services, Inc.
  Mount Pleasant, SC
• 02/2021 → 07/2022
  Truist Advisory Services, Inc.
  Mount Pleasant, SC
• 07/2022 → Present
  Raymond James Financial Services, Inc.
  Mount Pleasant, SC
• 07/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Mount Pleasant, SC
• 07/2022 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Associate/Employee, SC

Previous Registrations

• 2021-02-17 → 2022-07-14
  Truist Advisory Services, Inc.
  Atlanta, GA
  Hilton Head, SC
  Johns Island, SC
  Beaufort, SC
  Bluffton, SC
  Mount Pleasant, SC
  North Charleston, SC
  Summerville, SC
  Charleston, SC
  Charleston, SC
  North Charleston, SC
  Hampton, SC
  Charleston, SC
  Walterboro, SC
  Yemassee, SC
  Goose Creek, SC
  Summerville, SC
  Mount Pleasant, SC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Wilmington, NC
  Daniel Island, SC
  Goose Creek, SC
  Charleston, SC
  Johns Island, SC
  Charleston, SC
  Mount Pleasant, SC
  North Charleston, SC
  Charleston, SC
  Summerville, SC
  Summerville, SC
  Mount Pleasant, SC
  North Charleston, SC
  Beaufort, SC
  Hampton, SC
  Walterboro, SC
  Mt. Pleasant, SC
  Hilton Head, SC
  Bluffton, SC
  Richmond, VA
• 2017-08-16 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Wilmington, NC
  Daniel Island, SC
  Goose Creek, SC
  Charleston, SC
  Johns Island, SC
  Charleston, SC
  Mount Pleasant, SC
  North Charleston, SC
  Charleston, SC
  Summerville, SC
  Summerville, SC
  Mount Pleasant, SC
  North Charleston, SC
• 2013-11-01 → 2017-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
  Charleston, SC
  Summerville, SC
  Charleston, SC
• 2009-11-18 → 2011-11-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC

Other Businesses

(1)Name of Business: Pinnacle Asset Managment Address: 850 Morrison Drive, Charleston, SC, 29403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, \nmeet with clients to discuss financial goats and objectives, manage client investment accounts.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-06
• S63 Uniform Securities Agent State Law Examination
  1996-12-05

Other Names

• Mike John Glennon