Mary
Mcclennen-Glica

Vermillion & White Wealth Management Group

CRD#6049372
Investment Advisor
in Phoenixville, PA

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About this Advisor

Mary Mcclennen-Glica is a financial advisor who works out of Phoenixville, Pennsylvania, with a total of 2 years of industry experience. Mcclennen-Glica is an employee of Vermillion & White Wealth Management Group. Their career trajectory has included roles at Ameritas Investment Corp, Walsh & Nicholson Financial Group, Applebees, National Planning Corporation, Lpl Financial LLC, Voya Financial Advisors, Inc and Vermillion & White Wealth Management Group, LLC. Mcclennen-Glica maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Vermillion & White Wealth Management Group is a firm that has its headquarters in Phoenixville, PA. It has just four employees. It administers $177 million in assets between its 749 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 749 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Vermillion & White Wealth Management Group has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Vermillion & White Wealth Management Group can include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

521 Kimberton Road
Phoenixville, PA 19460

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Vermillion & White Wealth Management Group Brokerage Details

Total Assets Under Management

$176,590,270

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

749

PA Average: 3,342
Average Account Size

$235,768

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mary Mcclennen-Glica Work History

Mary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vermillion & White Wealth Management Group, LLC

2019 - 2019 (< 1 year)

Voya Financial Advisors, Inc

2019 - 2021 (2 years)

Lpl Financial LLC

2017 - 2019 (2 years)

Lpl Financial LLC

2014 - 2014 (< 1 year)

Applebees

2014 - 2017 (3 years)

National Planning Corporation

2012 - 2014 (2 years)

Ameritas Investment Corp

2012 - 2014 (2 years)

Walsh & Nicholson Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Mcclennen-Glica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vermillion & White Wealth Management Group

Mary Mcclennen-Glica
Phoenixville, PA
Ryan Vermillion
Phoenixville, PA
Christi Bender
Phoenixville, PA
Brian White
Phoenixville, PA
Robert Decampli Jr
Phoenixville, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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