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Otto Gregory Glatt

Richmond Capital Management Inc.

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About Otto Gregory Glatt

Otto Gregory Glatt is a registered investment advisor representative with Richmond Capital Management Inc. Otto Gregory Glatt has been in the industry since 1996. Otto Gregory Glatt has held several positions at different firms including Thompson Davis & Co., Inc., BB&T Securities, LLC and Wunderlich Securities, Inc.. Otto Gregory Glatt is registered in Virginia as an Investment Advisor Representative. Otto Gregory Glatt specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Otto Glatt is currently registered with Richmond Capital Management Inc.. Richmond Capital Management Inc. is an investment advisor headquartered in Richmond, VA. They manage a total of $5.59 billion in assets for a variety of clients, including individuals, corporations, and institutional investors. They provide a range of advisory services, including portfolio management, financial planning, and educational seminars. They specialize in managing investments for pooled investment vehicles, such as pension plans, and have experience with a wide range of clients, including insurance companies, charitable organizations, and state and municipal government entities.
Richmond Capital Management Inc.

1509A BELLEVILLE STREET

RICHMOND, VA 23230

$5.59B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Otto Glatt’s Registration & Firm History

VA

04/30/2019 - Present

Richmond Capital Management Inc. (RICHMOND VA)

VA

01/20/2017 - 04/06/2018

THOMPSON DAVIS & CO., INC. (RICHMOND VA)

VA

09/16/2015 - 10/13/2016

BB&T SECURITIES, LLC (RICHMOND VA)

VA

04/01/2014 - 07/06/2015

WUNDERLICH SECURITIES, INC. (Richmond VA)

CT

08/17/2009 - 04/01/2014

DOMINICK & DOMINICK LLC (OLD GREENWICH CT)

NY

12/01/2008 - 07/31/2009

THINKEQUITY LLC (NEW YORK NY)

NY

04/24/2006 - 11/15/2007

THINKEQUITY PARTNERS LLC (NEW YORK NY)

NY

09/07/2005 - 04/21/2006

DOMINICK & DOMINICK LLC (NEW YORK NY)

IL

12/16/2004 - 09/08/2005

FIMAT USA, LLC (CHICAGO IL)

MD

02/24/1998 - 11/09/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

05/31/1996 - 12/04/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Otto Gregory Glatt.
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