Marie Glowacki, financial advisor Brookfield WI
93 score

Marie Glowacki

CRD Number: 3066299
Current Firm: Strategic Advisers, Inc.

Marie Glowacki (CRD# 3066299) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Brookfield, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Brookfield, WI Nov 2011 - Current 5
Northwestern Mutual Investment Services, LLC Milwaukee, WI Feb 2009 - Nov 2011 2
John Glowacki Milwaukee, WI Feb 2009 - Nov 2011 2
Artisan Distributors LLC Milwaukee, WI Dec 1997 - Jan 2009 11
Artisan Partners Limited Partnership Milwaukee, WI Mar 1995 - Jan 2009 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Marie V. Glowacki
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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