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Chad Glessman

Wells Fargo Advisors
28 Years of Experience
Houston, TX
3 DisclosuresBroker
View SEC Summary
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Chad Glessman is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 28 years of industry experience. Chad 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.

View Full SEC Brochure

Location

825 Town and Country Ln Ste 300, [Lx-Rbo], Houston, TX, 77024

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History

Regulatory History (3)
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
May 2009
Settled
Customer Dispute
May 2008
Settled
Customer Dispute
April 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Chad has ownership stakes in several iCRYO LLC businesses, primarily focused on martial arts, cryotherapy, and related services. He is a passive or silent investor in these ventures, dedicating minimal time to them.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
September 2003 - January 2011 · 7 yrs 4 mos
Wells Fargo Investments, LLC
September 2003 - January 2011 · 7 yrs 4 mos
Banc of America Investment Services, INC.Broker
October 1999 - September 2003 · 3 yrs 11 mos
Banc of America Investment Services, INC.
October 1999 - September 2003 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
April 1998 - October 1999 · 1 yr 6 mos
State Registrations20 states
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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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