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Glenn Lotenberg

19 Years of Experience
Fort Lauderdale, FL
Broker

Glenn Lotenberg is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James & Associates, INC.
November 2020 - January 2024 · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
July 2020 - January 2024 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2019 - July 2020 · 8 mos
Advisors Asset Management, INC.Broker
December 2016 - June 2019 · 2 yrs 6 mos
Incapital LLCBroker
March 2007 - July 2016 · 9 yrs 4 mos
Cibc World Markets CORP.Broker
December 2004 - February 2007 · 2 yrs 2 mos
State Registrations10 states
COCTFLILNCNJNYPASCUT
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.
Glenn Lotenberg - Financial Advisor | TrueAdvisor