Adviser and broker representative · Osaic Wealth, Inc.
Glenn D. Mellin
CRD 1768081 · Yardley, PA
At a glance
Glenn D. Mellin is an investment adviser representative with Osaic Wealth, Inc. in Yardley, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Glenn’s SEC record dates to 2002, about 24 years ago. Glenn is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Osaic Wealth, Inc.Since November 2018Yardley, PA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Glenn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Jenna BreslinYardley
- Cody P. ColvilleYardley
- Andrew B. ConnollyYardley · Certified Financial Planner
- Bryan J. ConnollyYardley · Certified Financial Planner
- Scott D. EdelmanYardley
- Anita D. GrossmanYardley
- Paul KlimkowskiYardley · Certified Financial Planner
- George J. McClearyYardley
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Yardley, PA →Every Osaic Wealth, Inc. advisor in Yardley →Advisor Moves: who changed firms this week →