Glenn Ferrell is a registered investment advisor at Stone Securities INC., based in Clarks Green, PA, with 12 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.25% to 2.0% depending on asset value, account type, and investment objectives. All fees are negotiable.
Fee Estimator
Location
281 E. Grove St, Clarks Green, PA, 18411
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Glenn works as a claims adjudicator for the PA Department of Labor, Bureau of Disability Determination. This is a nearly full-time position.
Employment History
Current Registrations
Stone Securities INC.
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.
Exams
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