Chalmers Glenn, financial advisor Sumter SC

Chalmers Glenn

CRD Number: 2391445
Current Firm: Stifel, Nicolaus & Company, Incorporated

Chalmers Glenn (CRD# 2391445) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sumter, SC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Sumter, SC Oct 2009 - Current 14
Ubs Financial Services Inc. Sumter, SC Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Chalmers L. Glenn
Phone Number: 314-342-2000
Firm Website: http://www.sydwalker.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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