GLEN A. McRARY
Jupiter
Summary
Senior financial services executive with nearly three decades of experience leading advisor and firm transitions, building and scaling wealth management platforms, and governing complex financial services organizations. Proven leader across independent broker-dealers, registered investment advisory firms, and insurance organizations, serving in executive roles, including President & CEO, EVP, COO, CFO, CCO and Board Member. Deep expertise in go-to-market strategy, platform development, M&A, and enterprise governance. Trusted partner to boards, executive leadership teams, key stakeholders, and independent advisors during periods of expansion, acquisition, and organizational change.
Overview
2026
2026
years of professional experience
Work History
Founder & Executive Advisor
Riley Quinn Group
Palm Beach County
2021 - Current
- Advised advisors and firms on transitions, growth initiatives, and platform positioning.
- Designed innovative, relationship-driven sourcing strategies targeting advisors and M&A opportunities.
Co-Founder & Executive Vice President
PEAK Reps, LLC
West Palm Beach
01.2019 - 01.2021
- Co-founded and scaled an advisor-facing platform supporting recruiting and transitions.
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President & CEO
PEAK Brokerage Services
West Palm Beach
01.2015 - 01.2018
- Led overall firm strategy, growth, compliance and operations.
- Led four FINRA cycle audits resulting in no action.
- Directed technology selection, implementation, and integration including core platform systems, clearing firm platforms, CRMs including Salesforce, compliance, surveillance, commission systems, and analytics.
Executive Vice President, Chief Business Development Officer
Summit Brokerage Services
Boca Raton
01.2013 - 01.2015
- Delivered 220% recruiting revenue growth in year one and 70% in year two.
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Vice President, Chief Business Development Officer
NEXT Financial Group
Virginia Beach
01.2001 - 01.2010
- Recruited approximately 360 financial advisors.
- Delivered 220% recruiting revenue growth in year one and 70% in year two.
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Co-Founder & Vice President | CCO | CFO
NEXT Financial Group
Virginia Beach
01.1999 - 01.2001
- Authored original business plan and piloted firm launch.
- Led FINRA Membership application and broker-dealer and insurance registration across all 50 states, established national presence utilize multimedia marketing indicatives.
- Oversaw SEC registration of the RIA and established firmwide compliance.
Education
Bachelor of Science - Business Administration
Old Dominion University
Norfolk, VAPlatforms And Systems
- Clearing Firm Platforms
- CRM (Salesforce)
- Compliance & Surveillance
- Commission Systems
- Analytics & Reporting
Functional Scope
- Sales & Business Development
- Operations Leadership
- Financial Oversight
- Regulatory & Compliance
- M&A Support
Work Remotely
True
Core Leadership
- Advisor & Firm Transitions
- Growth & Go-To-Market
- Sales & Recruiting
- Platform Enablement
- Operations & Compliance
- M&A Support & Integration
- Board & Executive Advisory
Personal Information
Willing To Relocate: 1
Timeline
Co-Founder & Executive Vice President
PEAK Reps, LLC
01.2019 - 01.2021
President & CEO
PEAK Brokerage Services
01.2015 - 01.2018
Executive Vice President, Chief Business Development Officer
Summit Brokerage Services
01.2013 - 01.2015
Vice President, Chief Business Development Officer
NEXT Financial Group
01.2001 - 01.2010
Co-Founder & Vice President | CCO | CFO
NEXT Financial Group
01.1999 - 01.2001
Founder & Executive Advisor
Riley Quinn Group
2021 - Current
Bachelor of Science - Business Administration
Old Dominion University