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Christine Rutt Schmitz

Glass Jacobson Wealth Advisors

Owings Mills, MD

CRD 2767312

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Employer firm

Glass Jacobson Wealth Advisors CRD 120141

$928M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Glass Jacobson Wealth Advisors

10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2003-10-16
  • MD RA
    APPROVED
    Since 2003-10-16

Branch Locations

10711 Red Run Blvd; Suite 101, Owings Mills, MD 21117 • 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
OrganizationCityStateFromTo
Glass Jacobson Investment Advisors, Llc Owings Mills MD 10/2003 12/2025
Triad Advisors, Inc. Norcross GA 10/2003 08/2024
Osaic Wealth, Inc. Owings Mills MD 08/2024 12/2025
Ma Brokerage Solutions Owings Mills MD 12/2025 Present
  • 10/2003 → 12/2025
    Glass Jacobson Investment Advisors, Llc
    Owings Mills, MD
  • 10/2003 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → 12/2025
    Osaic Wealth, Inc.
    Owings Mills, MD
  • 12/2025 → Present
    Ma Brokerage Solutions
    Owings Mills, MD
Previous Registrations
  • 2002-09-23 → 2003-10-15
    Usallianz Securities, Inc.
    Sykesville, MD
  • 2000-04-05 → 2002-09-20
    Signator Investors, Inc.
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02
Other Names
  • Christine Faye Rutt

View on SEC IAPD

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