Charles Mcglinn

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

• 07/2016 → 04/2017
  Unemployed
  Kansas City, MO
• 05/2017 → 08/2018
  Indian Hills Country Club
  Kansas City , KS
• 09/2018 → 04/2019
  Unemployed
  Kansas City , KS
• 05/2019 → 08/2021
  Hallbrook Country Club
  Kansas City , KS
• 04/2020 → 08/2023
  Mcglinn Bros Landscaping
  Kansas City, MO
• 09/2023 → 11/2023
  Unemployed
  Kansas City , KS
• 12/2023 → 08/2025
  Sunlighten
  Kansas City, KS
• 08/2025 → 11/2025
  Elks Lodge
  Atchison, KS
• 08/2022 → 05/2026
  Benedictine College
  Atchison, KS
• 06/2026 → 08/2026
  Unemployed
  Kansas City , MO
• 08/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-06-29

Other Names

• Charles Mcglinn
• Charles Michael Mcglinn