Eric Glassbrenner, financial advisor New York NY

Eric Glassbrenner

CRD Number: 4160645
Current Firm: Cross Border Wealth, LLC

Eric Glassbrenner (CRD# 4160645) is an Investment Advisor Representative working at Cross Border Wealth, LLC in New York, NY and has over 23 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Cross Border Wealth, LLC New York, NY Oct 2021 - Current 2
Claraphi Advisory Network Laguna, CA Dec 2018 - Current 5
Brookstone Capital Management Wheaton, IL Jul 2018 - Nov 2018 < 1
West Advisory Group Pittsburgh, PA Jun 2015 - Oct 2018 3
Center Street Securities, Inc. Nashville, TN Jun 2015 - Jan 2018 2
Center Street Advisors, Inc. Nashville, TN Jun 2015 - Jan 2018 2
Center Street Securities Pittsburgh, PA Jun 2015 - Jan 2016 < 1
Capital Guardian LLC Pittsburgh, PA Mar 2014 - Jun 2015 1
Capital Guardian Charlotte, NC Mar 2014 - Jun 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric J. Glassbrenner
Phone Number: 646-688-5333
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $289,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, NC, NH, NJ, NY, PA, TX

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