Lloyd Glazer, financial advisor Boston MA

Lloyd Glazer

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Lloyd G. Glazer
Phone Number: 617-259-1767
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    1,075
    MILLIONS
  • Total Number of Accounts
    1,912
    ACCOUNTS
  • Average Account Value
    $562,102
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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