Shawn Glogowski, financial advisor Buffalo NY

Shawn Glogowski

CRD Number: 5260757
Current Firm: Note Advisors, LLC

Shawn Glogowski (CRD# 5260757) is an Investment Advisor Representative working at Note Advisors, LLC in Buffalo, NY and has over 15 years of experience in the finance industry. Shawn Glogowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gcw Capital, LLC Hamburg, NY Aug 2014 - Current 7
Massmutual Williamsville, NY Nov 2007 - Jan 2017 9
Mml Investors Services Williamsville, NY Dec 2007 - Aug 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Shawn C. Glogowski
Phone Number: (716) 256-1682
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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