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Robert Morris Glasgow

Providence Squared LLC

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About Robert Morris Glasgow

Robert Morris Glasgow is a financial advisor in Ooltewah, Tennessee. Robert has been in the industry since 1997. He is currently registered with Providence Squared LLC and previously worked for LPL Financial LLC, Sterne Agee Financial Services, Inc., Sterne, Agee & Leach, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Robert provides financial planning services, pension consulting, and portfolio management for individuals. Robert holds the Series 3, 7, 8, 63, and 65 securities licenses. Robert also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

Firm Information

Robert Glasgow is currently registered with Providence Squared LLC. Providence Squared LLC is an investment advisor registered with the SEC and located in Providence, Rhode Island. They manage approximately $5.5 million in assets for 23 clients, primarily high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management services to individuals. They also publish periodicals and select other advisors for clients.

$5.50M

Assets Under Management

6

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Robert Glasgow’s Registration & Firm History

TN

08/11/2023 - Present

Providence Squared LLC (OOLTEWAH TN)

AL

06/21/2011 - 01/28/2015

LPL FINANCIAL LLC (MOUNTAIN BROOK AL)

AL

08/05/2005 - 09/08/2009

STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

06/13/2005 - 04/08/2009

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

NY

04/26/2002 - 06/29/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/10/1997 - 05/23/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/26/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2006

Series 3 - National Commodity Futures Examination

BC

Issued 09/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Morris Glasgow. Review regulatory record here.
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