Unclaimed Profile

Lloyd George Glazer

MAYFLOWER FINANCIAL ADVISORS, LLC·BOSTON, Massachusetts

SIE, Series 1, Series 4, Series 5, Series 7TO, Series 63, Series 65Clean record29 years registeredMAYFLOWER FINANCIAL ADVISORS, LLC

265 FRANKLIN STREET, BOSTON, MA 02110CRD# 222904Firm CRD# 307857

Profile Verification

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

Identity

Lloyd George Glazer · BOSTON, MA

Registration

CRD #222904 · MAYFLOWER FINANCIAL ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

MAYFLOWER ADVISORS

Jan 2021 – present

PRIVATE CLIENT SERVICES, LLC

Aug 2020 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2010 – Aug 2020

BOSTON, MA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2006 – Dec 2009

BOSTON, MA

WAINWRIGHT H C & CO INC

Jan 1997 – Sep 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 5

Series 7TO

Series 63

Series 65

Registration record

First registered · January 1, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAYFLOWER FINANCIAL ADVISORS, LLC

CRD 307857 · SEC 801-118381

AUM

$4.7B

Regulatory assets under management

Employees

2,361 client accounts

Services offered by MAYFLOWER FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAYFLOWER FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lloyd George Glazer offer?

Lloyd George Glazer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Lloyd George Glazer's credentials?

Lloyd George Glazer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lloyd George Glazer located?

Lloyd George Glazer is based in BOSTON, Massachusetts, working with MAYFLOWER FINANCIAL ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Lloyd George Glazer charge for services?

Lloyd George Glazer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAYFLOWER FINANCIAL ADVISORS, LLC?

MAYFLOWER FINANCIAL ADVISORS, LLC has approximately 28 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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