Unclaimed Profile

Audrey Denise Glafkides

MIRADOR CAPITAL PARTNERS, LP·PLEASANTON, California

SIE, Series 7, Series 66CFPClean record17 years registeredMIRADOR CAPITAL PARTNERS, LP

6700 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 5615647Firm CRD# 173764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Audrey Denise Glafkides · PLEASANTON, CA

Registration

CRD #5615647 · MIRADOR CAPITAL PARTNERS, LP · 17 years registered

Brand Profile

Not yet started

Career History

MIRADOR CAPITAL PARTNERS

Jan 2015 – present

SANCTUARY WEALTH ADVISORS LLC

Jul 2013 – Feb 2015

PLEASANTON, CA

MORGAN STANLEY

Jun 2009 – Jul 2013

PLEASANTON, CA

MORGAN STANLEY & CO. INCORPORATED

May 2009 – Jun 2009

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 8, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIRADOR CAPITAL PARTNERS, LP

CRD 173764 · SEC 801-80585

AUM

$668M

Regulatory assets under management

Employees

2,253 client accounts

Services offered by MIRADOR CAPITAL PARTNERS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIRADOR CAPITAL PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Audrey Denise Glafkides offer?

Audrey Denise Glafkides specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLEASANTON, California for a consultation.

What are Audrey Denise Glafkides's credentials?

Audrey Denise Glafkides holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Audrey Denise Glafkides located?

Audrey Denise Glafkides is based in PLEASANTON, California, working with MIRADOR CAPITAL PARTNERS, LP. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Audrey Denise Glafkides charge for services?

Audrey Denise Glafkides's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIRADOR CAPITAL PARTNERS, LP?

MIRADOR CAPITAL PARTNERS, LP has approximately 14 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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