Brian Glenn is a CFA-designated registered investment advisor at Premier Path Wealth Partners, LLC, based in Madison, NJ, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 463 clients with $1.2B 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 | 1.50% |
The maximum annual fee charged for portfolio management will not exceed 1.50%. Fees are negotiable depending on client circumstances and account type.
Fee Estimator
Location
7 Giralda Farms, Suite 190, Madison, NJ, 07940
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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
Brian serves on the Board of Directors for IEH Corporation, a connector manufacturer, since 2023. He dedicates minimal time to this role, focusing on governance and oversight.
Employment History
Current Registrations
Premier Path Wealth Partners, LLC
Previous Registrations
Olcott Square Investment Partners, LLC
Merrill Lynch Investment Managers LP
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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