Inactive

Bryan David Glancy

Spinnaker Financial Group, LLC

Independence, OH

CRD 4425814

Claim This Profile

Employer firm

Spinnaker Financial Group, LLC CRD 165279

$59.4M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Spinnaker Financial Group, Llc

5005 Rockside Road Suite 600-103, Independence, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-08-04
OH	RA	APPROVED	2012-11-15

TX RA
APPROVED_RES

Since 2021-08-04
OH RA
APPROVED

Since 2012-11-15

Branch Locations

5005 Rockside Road Suite 600-103, Independence, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Spinnaker Financial Group, Llc	Independence	OH	10/2012	Present

10/2012 → Present

Spinnaker Financial Group, Llc

Independence, OH

Previous Registrations

2006-01-26 → 2012-11-05

Securities America Advisors, Inc.

Independence, OH

Cleveland, OH
2001-10-11 → 2005-10-17

Osaic Fa, Inc.

Cuyahoga Heights, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-16

S66 Uniform Combined State Law Examination

2007-11-16

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH PARTNERS, LTD.

SWP INVESTMENT MANAGEMENT LLC

EDGEWATER CAPITAL PARTNERS

Nearby Investors

SEAN ALLEN ORICK

JAVIER ENRIQUE CORDERO CONDE

Nearby Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH

SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH

EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH

More in Independence, OH

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor