Glenn Rudy is a registered investment advisor at &partners, based in Bayshore, NY, with 50 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bayshore, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Employment History
Current Registrations
&partners
June 2026 - Present · 4 mos
&partners
June 2026 - Present · 4 mos
&partnersBroker
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2016 - July 2025 · 8 yrs 10 mos
Wells Fargo Advisors
September 2016 - July 2025 · 8 yrs 10 mos
Oppenheimer & CO. INC.
May 2016 - September 2016 · 4 mos
Oppenheimer & CO. INC.Broker
May 2016 - September 2016 · 4 mos
Wells Fargo Advisors, LLC
August 2009 - May 2016 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
August 2009 - May 2016 · 6 yrs 9 mos
Wells Fargo Advisors, LLC
July 2009 - July 2009 · 0 mos
UBS Financial Services INC.
May 1995 - August 2009 · 14 yrs 3 mos
UBS Financial Services INC.Broker
December 1981 - August 2009 · 27 yrs 8 mos
Thomson Mckinnon Securities INC.Broker
May 1980 - December 1981 · 1 yr 7 mos
Boettcher & CompanyBroker
November 1979 - January 1980 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - May 1980 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1975 - September 1978 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.