GW
CFP
GW
CFP

Glenn Wiessner

27 Years of Experience
Brea, CA
Broker

Glenn Wiessner is a CFP-designated registered investment advisor at Morgan Stanley, based in Brea, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Ten Pointe Drive, Suite 400, Brea, CA, 92821

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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

Glenn is a limited partner in A & P Ranch, a California Limited Partnership focused on agriculture, since 2022. He inherited this investment from a deceased parent and has no management involvement.

Employment History
Current Registrations
Morgan StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2004 - December 2016 · 12 yrs 1 mo
UBS Financial Services INC.
November 2004 - December 2016 · 12 yrs 1 mo
Morgan Stanley
August 1998 - November 2004 · 6 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 1998 - November 2004 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Glenn Wiessner - Financial Advisor | TrueAdvisor