Robert Glenn Mcgregor

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

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

• 08/2011 → 07/2017
  Usaa Financial Planning Services
  Vienna, VA
• 08/2011 → 07/2017
  Usaa Financial Advisors Inc.
  Vienna, VA
• 07/2017 → 11/2018
  Sii
  Los Angeles, CA
• 07/2017 → Present
  Seia Llc
  Tyson's Corner, VA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Tyson's Corner, VA
• 08/2023 → Present
  Ses Llc
  Tyson's Corner, VA

Previous Registrations

• 2011-09-06 → 2017-07-20
  Usaa Financial Planning Services
  Mclean, VA
  Vienna, VA
• 2009-08-11 → 2011-08-22
  Kestra Investment Services, Llc
  Chevy Chase, MD
  Rockville, MD

Other Businesses

SEIA POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2017 ADDRESS: 1650 Tysons Blvd, #1575, Tysons Corner VA 22102, United States DESCRIPTION: Independent RIA: Signature Estate and Investment Advisors, LLC2121 Avenue of the Stars, Suite 1600Los Angeles, CA 90067

Exams

• S66 Uniform Combined State Law Examination
  2003-11-30

Designations

• Certified Financial Planner

Other Names

• Glenn Mcgregor