Jeffrey Glassgold, financial advisor West Palm Beach FL

Jeffrey Glassgold

CRD Number: 4127206
Current Firm: Td Private Client Wealth LLC

Jeffrey Glassgold (CRD# 4127206) is an Investment Advisor Representative working at Td Private Client Wealth LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Td Bank N.a. West Palm Beach, FL Dec 2019 - Current 4
Td Private Client Wealth LLC West Palm Beach, FL Dec 2019 - Current 4
The Prudential Insurance Company Of America West Palm Beach, FL May 2019 - Dec 2019 < 1
Pruco Securities, LLC West Palm Beach, FL May 2019 - Dec 2019 < 1
Unemployed Jupiter, FL Aug 2018 - May 2019 < 1
Churchill Management Los Angeles, CA Aug 2018 - Aug 2018 < 1
Pnc Investments Pittsburgh, PA May 2016 - Aug 2018 2
Pnc Bank Palm Beach, FL May 2016 - Aug 2018 2
Pnc Palm Beach, FL Jun 2010 - Jul 2018 8
Pnc Investments Pittsburgh, PA May 2013 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
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 Jeffrey S. Glassgold
Phone Number: 877-703-9896
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    12,265
    MILLIONS
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, 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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