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professional profile

Brian Andrew Glatz, CFP

RRIAR West Warwick, RI CRD 2785407 Last verified October 2026

Overview

Brian Andrew Glatz is a registered representative and an investment adviser representative based in West Warwick, RI, with 30 years in the industry.

Years in the industry
30
States registered
3
Exams passed
5
Current firms
2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Registered in 3 states
  • Series 6
  • Series 63
  • Series 65
  • Series 7
  • SIE

Every state, with registration and license dates

Firms

Employment history since 1996

Book and practice

Firm assets under management on file

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