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Glen Edward Rich

Crowdstreet Capital LLC

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About Glen Edward Rich

Glen Edward Rich is a registered representative with Crowdstreet Capital LLC, specializing in investment banking services. Glen has held a series 7, SIE, and Series 79TO license for several years, demonstrating Glen's commitment to providing clients with a well-rounded approach to financial services. Glen has held previous roles at NORTH CAPITAL PRIVATE SECURITIES CORPORATION and TPEG SECURITIES, LLC. With extensive experience in the financial industry, Glen is dedicated to helping clients achieve their financial goals.

Firm Information

Glen Rich is currently registered with Crowdstreet Capital LLC. Crowdstreet Capital LLC is a Limited Liability Company formed in April 2018 and is registered in all 50 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Glen Rich’s Registration & Firm History

TX

05/02/2022 - Present

Crowdstreet Capital LLC (AUSTIN TX)

UT

08/02/2016 - 07/25/2018

NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)

TX

04/01/2015 - 07/28/2016

TPEG SECURITIES, LLC (SOUTHLAKE TX)

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Licenses & Designations

BC

Issued 12/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Glen Edward Rich. Review regulatory record here.
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