Unclaimed Profile

Michael J Glasser

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, California

Series 65Clean record2 years registeredSUMMIT FINANCIAL ADVISORS, LLC

1700 S. EL CAMINO REAL, SUITE 385, SAN MATEO, CA 94402CRD# 7810510Firm CRD# 109280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael J Glasser · SAN MATEO, CA

Registration

CRD #7810510 · SUMMIT FINANCIAL ADVISORS, LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT FINANCIAL ADVISORS, LLC

SUMMIT FINANCIAL

Oct 2023 – Oct 2025

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 9, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL ADVISORS, LLC

CRD 109280 · SEC 801-58179

AUM

$499M

Regulatory assets under management

Employees

916 client accounts

Services offered by SUMMIT FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael J Glasser offer?

Michael J Glasser specializes in Financial Planning, Investment Management.

What are Michael J Glasser's credentials?

Michael J Glasser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael J Glasser located?

Michael J Glasser is based in SAN MATEO, California, last registered with SUMMIT FINANCIAL ADVISORS, LLC.

How does Michael J Glasser charge for services?

Michael J Glasser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL ADVISORS, LLC?

SUMMIT FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $499M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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