Charles Thomas Mcglinn

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2015 → 07/2025
  Mcglinn Insurance Agency
  Cherry Hill, NJ
• 05/2018 → 09/2018
  Aliera Healthcare
  Atlanta, GA
• 02/2021 → 10/2021
  Pruco Securities Llc
  Marlton, NJ
• 04/2021 → 10/2021
  The Prudential Insurance Company Of America
  Marlton, NJ
• 12/2021 → 04/2022
  Foundations Investment Advisors, Llc
  Cherry Hill, NJ
• 09/2023 → 01/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2023 → 01/2024
  Cetera Investment Advisers Llc
  Philadelphia, PA
• 02/2024 → 08/2025
  New York Life Insurance Company
  Edison, NJ
• 03/2024 → 07/2025
  Nylife Securities Llc
  Edison, NJ
• 08/2025 → 05/2026
  Simplicity Wealth
  Summit, NJ
• 08/2025 → 06/2026
  Mcglinn Financial Services
  Cherry Hill, NJ
• 06/2026 → Present
  Foundations Investment Advisors, Llc
  Cherry Hill, NJ
• 06/2026 → Present
  Secure Money Wealth And Tax
  Cherry Hill, NJ

Previous Registrations

• 2025-08-22 → 2026-05-13
  Simplicity Wealth
  Summit, NJ
  Cherry Hill, NJ
• 2023-10-02 → 2024-01-31
  Cetera Investment Advisers Llc
  Philadelphia, PA
• 2021-03-30 → 2021-10-13
  Pruco Securities, Llc.
  Marlton, NJ

Other Businesses

1) SECURE MONEY WEALTH AND TAX; INVESTMENT RELATED;1249 FORGE RD CHERRY HILL, NJ 08034;INSURANCE; INSURANCE AGENT;START DATE: 05/2026; 25 HRS/MO DEVOTED TO OTHER BUSINESS;20 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; HELPS CLIENTS BUILD ROADMAPS AND OFFERS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-12
• S63 Uniform Securities Agent State Law Examination
  2020-03-14

Other Names

• Chuck Mcglinn
• Charles Thomas Mcglinn
• Charles Mcglinn