Robert H Glass

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2022-08-25
PA	RA	APPROVED	2022-08-15
MD	RA	APPROVED	2022-05-17
VA	RA	APPROVED	2022-05-17

DC RA
APPROVED

Since 2022-08-25
PA RA
APPROVED

Since 2022-08-15
MD RA
APPROVED

Since 2022-05-17
VA RA
APPROVED

Since 2022-05-17

Branch Locations

6701 Democracy Blvd Suite 300, Bethesda, MD 20817 • United States

1640 Boro Place, 4Th Floor Ste. 420, Mclean, VA 22102 • 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
Edelman Financial Services, Llc	Fairfax	VA	06/2015	06/2017
Ef Legacy Securities, Llc	Henrico	VA	04/2016	10/2018
Edelman Financial Services, Llc	Fairfax	VA	06/2017	11/2018
Financial Engines Advisors L.L.C.	Sunnyvale	CA	11/2018	09/2020
The Mather Group, Llc	Chicago	IL	09/2020	05/2022
Mariner Wealth Advisors	Bethesda	MD	05/2022	06/2022
Mariner Wealth Advisors	Mclean	VA	06/2022	Present

06/2015 → 06/2017

Edelman Financial Services, Llc

Fairfax, VA
04/2016 → 10/2018

Ef Legacy Securities, Llc

Henrico, VA
06/2017 → 11/2018

Edelman Financial Services, Llc

Fairfax, VA
11/2018 → 09/2020

Financial Engines Advisors L.L.C.

Sunnyvale, CA
09/2020 → 05/2022

The Mather Group, Llc

Chicago, IL
05/2022 → 06/2022

Mariner Wealth Advisors

Bethesda, MD
06/2022 → Present

Mariner Wealth Advisors

Mclean, VA

Previous Registrations

2020-10-08 → 2022-05-09

The Mather Group, Llc

Washington, DC

Chicago, IL

Mclean, VA
2018-11-01 → 2020-10-06

Edelman Financial Engines

Alexandria, VA
2014-10-21 → 2018-11-01

Edelman Financial Services, Llc

Fairfax, VA

Alexandria, VA

Other Businesses

Windsor Care Homes; not investment related; Vienna, VA; start date 10/13/25; 5 hours /month, 2 during trading hours; member of LLC focused on elderly care

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-23
S63	Uniform Securities Agent State Law Examination	2010-12-10

S65 Uniform Investment Adviser Law Examination

2015-06-23
S63 Uniform Securities Agent State Law Examination

2010-12-10

Designations

Certified Financial Planner

Other Names

Robert Hansen Glass
Bob Glass

View on SEC IAPD