Unclaimed Profile

Gary Steven Glanz

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida

Clean recordNORTHSTAR FINANCIAL PLANNERS, INC.

1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 2694916Firm CRD# 131507

Profile Verification

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

Identity

Gary Steven Glanz · PLANTATION, FL

Registration

CRD #2694916 · NORTHSTAR FINANCIAL PLANNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gary Steven Glanz is a registered financial advisor based in PLANTATION, Florida, affiliated with NORTHSTAR FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NORTHSTAR FINANCIAL PLANNERS, INC.

AUM

$250M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHSTAR FINANCIAL PLANNERS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2694916

Firm CRD# 131507

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Steven Glanz offer?

Gary Steven Glanz specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

What are Gary Steven Glanz's credentials?

Gary Steven Glanz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Steven Glanz located?

Gary Steven Glanz is based in PLANTATION, Florida, working with NORTHSTAR FINANCIAL PLANNERS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Gary Steven Glanz charge for services?

Gary Steven Glanz'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 NORTHSTAR FINANCIAL PLANNERS, INC.?

NORTHSTAR FINANCIAL PLANNERS, INC. has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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