GLASFUNDS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
330074
Registered since
January 6, 2026

Firm profile

FINTRX

Overview

Glasfunds Securities, LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. The firm is recorded as SEC-registered in 2026 and is classified in the source data as unclassified. Available disclosures state Glasfunds Securities is not a capital allocator and does not identify as an active ESG investor. The firm is not listed as a multi-state adviser, pension consultant, or related adviser in the provided data. Details on its advisory activities, fee schedule, client segments, and specific business lines were not supplied.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROSS MARLIN

    Chief Compliance OfficerCRD 6931826

Contacts

3 of 7
  • DANIEL FEATHERS

    Executive DirectorCRD 6150370

  • Mary Kelley

    Senior AssociateCRD 6988131

  • GRACE ONG

    DirectorCRD 6401102

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth