GP
GP

Glad M Perez

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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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 ActivitiesSells Insurance

Glad owns Glad Reiki Healing, LLC, offering therapeutic touch, and spends minimal time on it. She also operates as a Registered Investment Advisor under Indigo Wealth Management, dedicating full-time hours to offering investment advice and financial plans.

Employment History
Current Registrations
Aurora Private Wealth, INC.
January 2019 - Present · 7 yrs 1 mo
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - November 2018 · 2 yrs 6 mos
Insight Private Advisors, LLC
April 2015 - December 2018 · 3 yrs 8 mos
LPL Financial LLC
October 2010 - March 2016 · 5 yrs 5 mos
LPL Financial LLCBroker
October 2009 - May 2016 · 6 yrs 7 mos
State Registrations3 states
FLNCNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.