Glenn Pollack
Glenn Pollack is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 27 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History (1)
Financial
March 2021Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Planmember Securities CorporationBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Uvest Financial Services Group, INC.Broker
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
TD Waterhouse Investor Services, INC.Broker
Waterhouse Securities, INC.Broker
Investors Associates, INC.Broker
State Registrations1 state
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.