Lloyd GlazerCRD Number: 222904
Current Firm: Mayflower Advisors
Lloyd Glazer (CRD# 222904) is an Investment Advisor Representative working at Mayflower Advisors in Boston, MA and has over 42 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Private Client Services||Boston, MA||Aug 2020 - Current||1|
|Mayflower Financial Advisors, LLC||Boston, MA||Aug 2020 - Current||1|
|Wells Fargo Advisors Financial Network LLC||Boston, MA||May 2009 - Aug 2020||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1979|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management1,075MILLIONS
Total Number of Accounts1,912ACCOUNTS
Average Account Value$562,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT
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