Stuart Glenn, financial advisor Montecito CA

Stuart Glenn

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stuart M. Glenn
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,688
    MILLIONS
  • Total Number of Accounts
    4,850
    ACCOUNTS
  • Average Account Value
    $348,058
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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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