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Glenn Leboeuf

Garden State Investment Advisory Services, LLC
45 Years of Experience
Red Bank, NJ
6 DisclosuresBrokerSells Insurance
View SEC Summary
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Glenn Leboeuf is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 45 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M in assets under management.

Garden State Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,531 clients
Average Client Portfolio
$266K average
Assets Under Management
$673.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

328 Newman Springs Road, Red Bank, NJ, 07701

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002
Denied
Customer Dispute
October 1989
Settled
Regulatory
January 1989
Final
Customer Dispute
October 1987
Settled
Customer Dispute
October 1987
Settled
Customer Dispute
October 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glenn is a statutory agent involved in the sale of insurance products, dedicating a few hours per week to this activity. He also owns History Worth Remembering, where he engages in public speaking on historical subjects, and BruceGuide.com, where he works as a tour guide and public speaker; he also works at Shop-Rite about full-time.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
March 2015 - Present · 11 yrs 7 mos
Garden State Securities, INC.Broker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.
March 2009 - January 2015 · 5 yrs 10 mos
Royal Alliance Associates, INC.Broker
February 2009 - January 2015 · 5 yrs 11 mos
Citigroup Global Markets INC.
October 2002 - March 2009 · 6 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2009 · 15 yrs 8 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
Lehman Brothers INC.Broker
October 1983 - July 1993 · 9 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1981 - October 1983 · 2 yrs 2 mos
State Registrations12 states
CADCFLGAMDMENHNJNYPAVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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