Michelle
Glicklin

Mclaughlin Ryder Investments, Inc

CRD#2613260
Investment Advisor
in Alexandria, VA

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About this Advisor

Michelle Glicklin is a financial advisor based in Alexandria, Virginia, working with Mclaughlin Ryder Investments, Inc. Michelle has previously held a position at Mclaughlin Ryder Investments, Inc. Michelle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Michelle is part of Mclaughlin Ryder Investments, Inc, which operates out of Alexandria, Virginia. The firm has 3 employees and manages assets totaling $427.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Mclaughlin Ryder Investments, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1421 Prince Street Suite 200
Alexandria, VA 22314

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Mclaughlin Ryder Investments, Inc Brokerage Details

Total Assets Under Management

$427,887,713

VA Average: $1,835,309,194
Total Number of Employees

3

VA Average: 32
Total Number of Accounts

662

VA Average: 1,458
Average Account Size

$646,356

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michelle Glicklin Work History

2011 - Present (13 years)

Mclaughlin Ryder Investments, Inc

Disclosures

Please visit the SEC profile of Michelle Glicklin 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 Mclaughlin Ryder Investments, Inc

Shawn Mclaughlin
Alexandria, VA
Jacobson Truex
Alexandria, VA
Michelle Glicklin
Alexandria, VA

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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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