Michael Gleason, financial advisor San Antonio TX

Michael Gleason

CRD Number: 1714845
Current Firm: Osaic Wealth, Inc.

Michael Gleason (CRD# 1714845) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. San Antonio, TX Nov 2018 - Current 5
Sii San Antonio, TX Aug 2017 - Nov 2018 1
Bok Financial Securities, Inc. Dallas, TX Mar 2016 - Aug 2017 1
Bokf, Na Dallas, TX Mar 2016 - Aug 2017 1
The Milestone Group, Inc. Denver, CO Mar 2016 - Aug 2017 1
Weaver Tidwell Capital, LLC Dallas, TX Apr 2009 - Aug 2016 7
Weaver Tidwell Wealth Management Dallas, TX Apr 2009 - Aug 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael D. Gleason
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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