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Glenn Reis
42 Years of Experience
Monterey, CA
1 DisclosureBroker
Glenn Reis is a registered investment advisor at Cetera Investment Advisers LLC, based in Monterey, CA, with 42 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
2511 Garden Road, Suite B100, Monterey, CA, 93940
Get directionsHistory
Regulatory History (1)
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Regulatory
December 1988Final
Other Business Activities
Glenn is a board member for the non-profit organization AL and Friends, dedicating minimal time to writing grants and fundraising. He also serves as a successor trustee for a close friend, spending minimal time on those duties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2017 - June 2023 · 5 yrs 7 mos
Girard Securities, INC.Broker
August 2002 - November 2017 · 15 yrs 3 mos
Girard Securities, INC.
August 2002 - November 2017 · 15 yrs 3 mos
Spelman & CO INC
April 1998 - August 2002 · 4 yrs 4 mos
Spelman & CO., INC.Broker
December 1997 - August 2002 · 4 yrs 8 mos
M.L. Stern & CO. INC.Broker
August 1983 - January 1998 · 14 yrs 5 mos
State Registrations8 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.