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 and is registered with the SEC in 2026. Ownership is recorded as involving both a domestic entity and an individual. The firm is classified as unclassified in the available records. Operational attributes captured in the snapshot indicate Glasfunds Securities, LLC does not act as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser under the provided fields.

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

    Ross Marlin

    Chief Compliance OfficerCRD 6931826

Contacts

3 of 7
  • Daniel Feathers

    Daniel Feathers

    Executive DirectorCRD 6150370

  • Mary Kelley

    Mary Kelley

    Senior AssociateCRD 6988131

  • Grace Ong

    Grace Ong

    DirectorCRD 6401102

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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