Unclaimed Profile

Glenn Scott Schwalje

FINANCIAL SECURITY ADVISORY INC·VIRGINIA BEACH, Virginia

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 27, Series 30, Series 52TO, Series 53, Series 63, Series 65, Series 82TO, Series 99TOClean record25 years registeredFINANCIAL SECURITY ADVISORY INC

477 VIKING DRIVE, VIRGINIA BEACH, VA 23452CRD# 2441501Firm CRD# 110746

Profile Verification

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

Identity

Glenn Scott Schwalje · VIRGINIA BEACH, VA

Registration

CRD #2441501 · FINANCIAL SECURITY ADVISORY INC · 25 years registered

Brand Profile

Not yet started

Career History

HSIP SECURITIES, LLC

Mar 2026 – present

FINANCIAL SECURITY ADVISORY INC

Jan 2024 – present

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

Jan 2024 – present

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

Jul 2022 – present

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Sep 2022 – Aug 2023

Darien, IL

WORLD EQUITY GROUP, INC.

Aug 2018 – Sep 2021

ARLINGTON HEIGHTS, IL

MPS-LORIA FINANCIAL PLANNERS,LLC

May 2013 – Nov 2016

BURR RIDGE, IL

IMBB INVESTMENT ADVISORS

Jun 2011 – Sep 2011

INDIANAPOLIS, IN

STONEWALL ADVISORS, INC.

Nov 2007 – Oct 2011

CHICAGO, IL

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Jul 2007

CHICAGO, IL

MORGAN STANLEY

Mar 2007 – Apr 2007

CHICAGO, IL

ADVANCED EQUITIES, INC.

Jun 2005 – Apr 2006

CHICAGO, IL

HOWE BARNES CAPITAL MANAGEMENT, INC.

Oct 2004 – Jul 2005

CHICAGO, IL

FIRST UNION SECURITIES, INC.

Jul 2001 – May 2002

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 27

Series 30

Series 52TO

Series 53

Series 63

Series 65

Series 82TO

Series 99TO

Registration record

First registered · July 2, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SECURITY ADVISORY INC

CRD 110746 · SEC 801-54496

AUM

$1.6B

Regulatory assets under management

Employees

2,904 client accounts

Services offered by FINANCIAL SECURITY ADVISORY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SECURITY ADVISORY INC →

Introduction

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Frequently Asked Questions

What services does Glenn Scott Schwalje offer?

Glenn Scott Schwalje specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Glenn Scott Schwalje's credentials?

Glenn Scott Schwalje is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Scott Schwalje located?

Glenn Scott Schwalje is based in VIRGINIA BEACH, Virginia, working with FINANCIAL SECURITY ADVISORY INC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Glenn Scott Schwalje charge for services?

Glenn Scott Schwalje's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SECURITY ADVISORY INC?

FINANCIAL SECURITY ADVISORY INC has approximately 41 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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