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Glenn Ward Leboeuf

Garden State Investment Advisory Services, LLC

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About Glenn Ward Leboeuf

Glenn Leboeuf is a Registered Representative with Garden State Investment Advisory Services, LLC. Glenn Leboeuf has been in the industry since 1981. Glenn Leboeuf is also a Registered Investment Advisor Representative with Garden State Investment Advisory Services, LLC. Glenn Leboeuf has also held positions at Royal Alliance Associates, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Glenn Leboeuf has a strong track record of success in the financial services industry.

Firm Information

Glenn Leboeuf is currently registered with Garden State Investment Advisory Services, LLC. Garden State Investment Advisory Services, LLC, headquartered in Red Bank, NJ, is an investment advisory firm that provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension plans. The firm manages approximately $445.6 million in assets for 1,904 clients. They also participate in wrap fee programs and offer selection of other advisers.
Garden State Investment Advisory Services, LLC

328 NEWMAN SPRINGS ROAD

RED BANK, NJ 07701

$445.63M

Assets Under Management

Not reported

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Glenn Leboeuf’s Registration & Firm History

NJ

03/18/2015 - Present

Garden State Investment Advisory Services, LLC (RED BANK NJ)

NJ

02/27/2009 - 01/09/2015

ROYAL ALLIANCE ASSOCIATES, INC. (COLTS NECK NJ)

NJ

07/31/1993 - 03/20/2009

CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)

NA

05/13/1988 - 07/31/1993

LEHMAN BROTHERS INC.

NY

10/19/1983 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

08/18/1981 - 10/18/1983

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

BC

Issued 02/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1981

Series 5 - Interest Rate Options Examination

BC

Issued 08/15/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Glenn Ward Leboeuf. Review regulatory record here.
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