Abraham Glaser, financial advisor Boca Raton FL

Abraham Glaser

CRD Number: 4634605
Current Firm: Gladstone Wealth Partners

Abraham Glaser (CRD# 4634605) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstone Wealth Partners Omaha, NE Feb 2022 - Current 2
Various Insurance Carriers Omaha, NE Aug 2019 - Current 4
Lpl Financial, LLC Omaha, NE Jul 2019 - Current 4
Silverleaf Advisor Group, LLC Omaha, NE Jul 2019 - Mar 2022 2
Rbc Capital Markets, LLC Omaha, NE Sep 2016 - Jul 2019 2
Rbc Capital Markets, LLC Leawood, KS Jun 2016 - Sep 2016 < 1
Keel Point, LLC Leawood, KS Nov 2013 - Jun 2016 2
Keel Point Capital, LLC Leawood, KS Nov 2013 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Abraham M. Glaser
Phone Number: (908)-719-1313
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    3,539
    MILLIONS
  • Total Number of Accounts
    14,947
    ACCOUNTS
  • Average Account Value
    $236,745
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, WY

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