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Glenn Malkasian

6 Years of Experience
Sacramento, CA
Broker

Glenn Malkasian is a registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, with 6 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2233 Watt Ave Ste 290, Sacramento, CA, 95825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Glenn is a CPA at Malkasian Accountancy LLP, spending about a quarter of his time preparing taxes and providing other accounting services. He also works as an advisor at Malkasian Wealth Management, providing financial services for about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2020 - June 2023 · 2 yrs 10 mos
State Registrations2 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.