Glenn Mark Cassidy
Investment Adviser Representative at Accelerate Retirement
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Glenn Mark Cassidy is an investment adviser representative with Accelerate Retirement in Phoenix, AZ, where they have been registered since 2023. They have worked in the securities industry since 2004 and have been registered with 4 firms, including NFP Retirement Inc. and Resources Investment Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona and California.
Registrations & licenses
- Investment adviser:
- Arizona, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GWFS Equities, Inc.Jun 2012 – Sep 2017Greenwood Village, CO
- LPL Financial, LLCOct 2017 – Dec 2018Riverside, CA
- Independent Financial PartnersSep 2017 – Dec 2018Riverside, CA
- Resources Investment AdvisorsDec 2018 – Jan 2022Overland Park, KS
- Triad AdvisorsJan 2019 – Dec 2021Norcross, GA
- NFP RetirementDec 2021 – Jul 2023Aliso Viejo, CA
- Accelerate RetirementMay 2023 – no end date reportedAliso Viejo, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Accelerate Retirement
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Aliso Viejo, CA
- SEC file number:
- 801-127772
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Accelerate Retirement
Showing 12 of 30 in the directory
Similar advisors in Phoenix, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Glenn Mark Cassidy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched