Glenn Scott Searles

Employer firm

Skybox Financial Group LLC CRD 148939

$75.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2013 → 03/2017
  Cetera Advisors Llc
  Denver, CO
• 03/2017 → Present
  Skybox Financial Group, Llc
  Strongville, OH
• 01/2013 → Present
  Searles Wealth Management, Inc.
  Strongsville, OH

Previous Registrations

• 2013-10-02 → 2017-03-20
  Cetera Advisors Llc
  Chillicothe, OH
  Strongsville, OH
• 2012-07-02 → 2013-10-18
  First Allied Advisory Services, Inc.
  Beachwood, OH
• 2011-09-13 → 2012-10-31
  Ancora Private Wealth Advisors, Llc
  Cleveland, OH
• 2006-05-09 → 2012-07-02
  First Allied Securities, Inc.
  Beachwood, OH
  Strongsville, OH
  Hudson, OH
• 2001-08-22 → 2006-05-03
  Raymond James Financial Services, Inc.
  Independence, OH
  Independence, OH

Other Businesses

?the name of the other business; Skybox Risk Management, LLC ?whether the business is investment-related; YES ?the address of the other business; 7261 Engle Road, Suite 202 Middleburg Heights Ohio 44130 United States ?the nature of the other business; Insurance Agency ?your position; Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; 2024-01-01 ?the approximate number of hours/month you devote to the other business; 30 ?the number of hours you devote to the other business during securities trading hours; 30 ?and briefly describe your duties relating to the other business; Act as the primary insurance producer for the company

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-26
• S63 Uniform Securities Agent State Law Examination
  1992-06-15

Other Names

• Scott Searles