Eric Glassman, financial advisor Marlton NJ
88 score

Eric Glassman

CRD Number: 6302591
Current Firm: Strategic Advisers, Inc.

Eric Glassman (CRD# 6302591) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Marlton, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Marlton, NJ Apr 2015 - Current 1
Axa Advisors, LLC New York, NY Jun 2014 - Apr 2015 < 1
Dergalis Associates Marlton, NJ Feb 2014 - May 2014 < 1
Rowan University Glassboro, NJ May 2011 - May 2014 3
Comet Tool Company Pitman, NJ Mar 2011 - Oct 2013 2
Gloucester County College Sewell, NJ Jun 2009 - May 2011 1
Pitman High School Pitman, NJ Jun 2004 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Eric J. Glassman
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
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
88
Clean Record
This advisor has a clean track record with regulators.

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