Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen David Strauss is a financial advisor with over 30 years of experience in the industry. Glen has held a variety of positions at financial institutions including Lehman Brothers Inc., Salomon Smith Barney Inc., and Wells Fargo Clearing Services, LLC. Glen currently holds licenses with Sanctuary Advisors, LLC and SLK Private Wealth Management, LLC. Glen offers financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/14/2022 - Present
Sanctuary Advisors, LLC (LOS ANGELES CA)
CA
09/08/2000 - 09/20/2022
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
NY
07/31/1993 - 09/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/25/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1984
Series 5 - Interest Rate Options Examination
BC
Issued 03/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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