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Jeremy W Glazier

Interchange Capital Partners

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About Jeremy W Glazier

Jeremy Glazier is an investment advisor representative at Interchange Capital Partners. Jeremy has been in the financial services industry since 2014. Jeremy has worked for several firms before joining Interchange Capital Partners. Jeremy has a broad range of experience, including working at Simpson Thacher & Bartlett LLP, Falcon Investment Management Limited, Perkins Coie LLP, Vedder Price LLP, and Wickham Court Asset Management. Jeremy holds a Series 65 license and is registered to provide investment advice in Pennsylvania.

Firm Information

Jeremy Glazier is currently registered with Interchange Capital Partners. Interchange Capital Partners is an investment advisor headquartered in Pittsburgh, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and other advisory services, including business consulting and selection of other advisors. Interchange Capital Partners manages approximately $269.6 million in assets for 376 accounts, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.
Interchange Capital Partners

301 GRANT STREET

PITTSBURGH, PA 15219

$269.64M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting services

Business consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Referral fees

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Jeremy Glazier’s Registration & Firm History

PA

10/26/2024 - Present

Interchange Capital Partners (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy W Glazier.
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