Steven Albert has held the title Member at Glass Jacobson Investment Advisors since March 2006, is not listed as a control person, but directly owns under 5% of the firm.
Glass Jacobson Investment Advisors, LLC is an Owings Mills, MD firm with $928M under management, 504 clients and 9 advisers in one office, as of its March 2026 filing.
- – · 19 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Glenn Albert
- CRD
- 5117252
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Role
- Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Albert work?
Steven Albert has held the title Member at Glass Jacobson Investment Advisors, LLC since March 2006.
Does Steven Albert have a current investment-adviser registration?
Steven Albert has no current investment-adviser or broker registration.
What exams has Steven Albert passed?
Steven Albert passed the Series 65 in February 2006.
Where was Steven Albert previously registered as an investment adviser?
Steven Albert has past investment-adviser registrations through Glass Jacobson Wealth Advisors, March 2006 to December 2025, across 1 firm.
Is Steven Albert registered with FINRA?
No. Steven Albert has no current broker registration.
How can I verify Steven Albert’s record?
Search CRD 5117252 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Albert’s full registration record.