Member · Glass Jacobson Wealth Advisors
Steven G. Albert
CRD 5117252 · Named on Form ADV at one SEC-registered adviser
At a glance
Glass Jacobson Wealth Advisors, an SEC-registered wealth manager based in Owings Mills, MD with $928 million in regulatory assets, lists Steven G. Albert on its Form ADV as Member.
Firms and roles
- Glass Jacobson Wealth AdvisorsMemberWealth manager · Owings Mills, MD · $928M in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Michael W. CohenManaging Member, Glass Jacobson Wealth Advisors
- Edward J. JacobsonManaging Member, Glass Jacobson Wealth Advisors
- Jonathan S. DinkinsManaging Member, Chief Compliance Officer, Glass Jacobson Wealth Advisors
- Bart W ScheffelMember, Glass Jacobson Wealth Advisors
- Michael K. CreamerMember, Glass Jacobson Wealth Advisors
2 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.