GC
CFP
GC
CFP
Glen Cesari
15 Years of Experience
Reston, VA
1 DisclosureBroker
Glen Cesari is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reston, VA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
11800 Sunrise Valley Drive, Suite 1425, Reston, VA, 20191
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2014Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Northwest Financial Advisors LLC
September 2013 - May 2025 · 11 yrs 8 mos
LPL Financial LLC
July 2010 - November 2013 · 3 yrs 4 mos
Northwest Financial Group LLCBroker
May 2010 - May 2025 · 15 yrs
LPL Financial LLCBroker
May 2010 - May 2025 · 15 yrs
State Registrations38 states
ALARAZCACOCTDCDEFLGAHIILINKSMAMDMEMIMOMTNCNENJNMNVNYOHOKORPASCSDTXUTVAWAWIWV
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.