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Glen Kashetsky

Wells Fargo Advisors
29 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Glen Kashetsky is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 29 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

230 Park Avenue, 3rd Fl, [Satellite], New York, NY, 10169

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History

Regulatory History (1)
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
February 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glen has 100% ownership of GJC Capital since 2019, spending minimal time per month. Glen is also a financial advisor for Princeton Harriman Insurance Solutions since December 2024, dedicating a few hours per week to insurance business.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Wells Fargo Advisors
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2013 - October 2018 · 5 yrs 8 mos
J.P. Morgan Securities LLC
February 2013 - October 2018 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - March 2013 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - March 2013 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
October 2006 - May 2009 · 2 yrs 7 mos
Chase Investment Services CORP.
January 2005 - October 2006 · 1 yr 9 mos
Chase Investment Services CORP.Broker
November 2003 - October 2006 · 2 yrs 11 mos
UBS Financial Services INC.Broker
April 2001 - December 2003 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 1996 - April 2001 · 4 yrs 6 mos
State Registrations14 states
CACTDEFLMAMDNCNJNYOHPASCTXVA
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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