CG
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Christopher Glatz

33 Years of Experience
Florham Park, NJ
Broker

Christopher Glatz is a registered investment advisor at Mariner Wealth, based in Florham Park, NJ, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

180 Park Avenue, Suite 201, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is a registered representative with MSEC, LLC.

Employment History
Current Registrations
Mariner Wealth
December 2021 - Present · 4 yrs 5 mos
Msec, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2020 - December 2021 · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
August 2020 - December 2021 · 1 yr 4 mos
Fcg Advisors, LLCBroker
September 1996 - December 2020 · 24 yrs 3 mos
Financial Consultant Group IncorporatedBroker
October 1995 - October 1996 · 1 yr
Mds Securities IncorporatedBroker
June 1994 - September 1995 · 1 yr 3 mos
Uslife Equity Sales CORP.Broker
August 1993 - May 1994 · 9 mos
John Hancock Distributors, INC.Broker
June 1992 - April 1993 · 10 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1992 - April 1993 · 10 mos
State Registrations16 states
CTDEFLILKSMAMTNCNJNYOHORPASCTXVT
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.