Thomas Glynn
Thomas Glynn is a registered investment advisor at Excelsior Advisor Network LLC, based in Scottsdale, AZ, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Excelsior Advisor Network charges an annual fee based on the value of your portfolio, not to exceed 1.75%. The fee is calculated based on the value of your portfolio on the last business day of the preceding month and may be billed monthly or quarterly, in arrears or in advance. A minimum account size of $500,000 may apply, but this may be waived at the representative's discretion. For new clients, Excelsior may pay certain transaction charges for up to 180 days to help with the transition.
Location
7633 N Via De La Siesta, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Xcelsior Advisor Partners LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Prudential Securities IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations12 states
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