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Lawrence Glazer

26 Years of Experience
Boston, MA
Broker

Lawrence Glazer is a registered investment advisor at Mayflower Advisors, based in Boston, MA, with 26 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,085 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,085 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$4.8B

Fee Structure

Planning is included in investment management (also available separately)

Mayflower Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. Fees generally range from 0.50% to 1.80% annually. For the Mayflower E-Z IRA service, fees range from 0.50% to 0.70% annually. Fees may be negotiable.

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Location

265 Franklin Street, Suite 401, Boston, MA, 02110

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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

Lawrence is involved in several outside business activities, including passive investing in private securities and real estate through 2JG LLC, and serving as a board member for the American Retirement Association. He also participates in local political and religious organizations, dedicating minimal time to each.

Employment History
Current Registrations
Mayflower Advisors
October 2020 - Present · 5 yrs 6 mos
Private Client Services, LLCBroker
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2010 - August 2020 · 9 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
February 2006 - December 2009 · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2005 - August 2020 · 14 yrs 9 mos
Advest, INC.Broker
August 2002 - December 2005 · 3 yrs 4 mos
H.C. Wainwright & CO., INC.Broker
November 1999 - August 2002 · 2 yrs 9 mos
State Registrations20 states
CACOCTDCFLINKYMAMDMEMTNCNHNJNVNYORRISCVA
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.