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Glenn Wittpenn

Wells Fargo Advisors
29 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Glenn Wittpenn is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 29 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153

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History

Regulatory History (1)
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Customer Dispute
March 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glenn has a less than 1% ownership stake in the Union League Club, a social club, since 2014. He spends a few hours per week on this activity.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2016 - Present · 10 yrs 8 mos
Wells Fargo Advisors
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
January 2003 - March 2016 · 13 yrs 2 mos
Credit Suisse Securities (USA) LLC
January 2003 - March 2016 · 13 yrs 2 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 2001 - January 2003 · 1 yr 9 mos
Goldman, Sachs & CO.Broker
September 1997 - April 2001 · 3 yrs 7 mos
State Registrations26 states
AZCACOCTDCDEFLILINKSLAMAMDMENJNYOHORPASCTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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