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Michael Jeff Glozer

Churchill Management Group

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About Michael Jeff Glozer

Michael Glozer is an investment advisor representative with Churchill Management Group. Michael has been in the financial services industry for over 25 years. Michael has passed the Series 6, 7, 31, 55, 63, 65 and 66 exams. Michael holds licenses in District of Columbia, Pennsylvania, and Virginia. Michael's experience includes previous positions with TD Ameritrade, Inc., E*TRADE PROFESSIONAL TRADING, LLC, TRILLIUM TRADING LLC, STG SECURE TRADING GROUP, INC., SCHONFELD SECURITIES, LLC, DEAN WITTER REYNOLDS INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.

Firm Information

Michael Glozer is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Glozer’s Registration & Firm History

VA

04/16/2008 - Present

Churchill Management Group (Leesburg VA)

VA

05/02/2006 - 04/16/2008

TD AMERITRADE, INC. (RESTON VA)

NY

03/15/2005 - 05/24/2005

E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)

NY

07/30/2004 - 12/01/2004

TRILLIUM TRADING LLC (NEW YORK NY)

FL

04/29/2003 - 09/05/2003

STG SECURE TRADING GROUP, INC. (BOCA RATON FL)

NY

03/05/2001 - 05/21/2002

SCHONFELD SECURITIES, LLC (JERICHO NY)

NY

08/13/1996 - 05/10/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MA

06/29/1994 - 10/25/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/29/1994 - 10/25/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/09/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/07/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/18/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jeff Glozer.
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