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Glen Craig Balanoff

Bancroft Capital, LLC

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About Glen Craig Balanoff

Glen Balanoff is an experienced financial professional with over 35 years of experience in the industry. Glen has a strong background in investment banking and municipal securities. Glen has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. Glen is currently registered with Bancroft Capital, LLC and holds Series 7, 24, 52, 53, 63, and 79 licenses. Glen is also a registered representative of Bancroft Capital, LLC.

Firm Information

Glen Balanoff is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Balanoff’s Registration & Firm History

PA

06/05/2024 - Present

Bancroft Capital, LLC (FORT WASHINGTON PA)

NY

04/03/2009 - 06/27/2023

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

11/26/2007 - 03/26/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/09/2001 - 11/21/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

11/18/1986 - 05/03/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2015

Series 24 - General Securities Principal Examination

BC

Issued 08/26/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Glen Craig Balanoff.
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