Stuart GlennCRD Number: 6623006
Current Firm: Unionbanc Investment Services, LLC
Stuart Glenn (CRD# 6623006) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Montecito, CA and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Unionbanc Investment Services, LLC
Lincoln Financial Advisors Corporation
|Unionbanc Investment Services||Montecito, CA||Mar 2016 - Current||5|
|Mufg Union Bank||Santa Barbara, CA||Mar 2013 - Current||8|
|Unemployed||Santa Barbara, CA||Nov 2012 - Mar 2013||< 1|
|Vista Gaming Products||Santa Barbara, CA||Jun 2007 - Nov 2012||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
|S63||Uniform Securities State Law Examination||May 2016|
Total Assets Under Management1,688MILLIONS
Total Number of Accounts4,850ACCOUNTS
Average Account Value$348,058
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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