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Daniel John Thibeault

GL INVESTMENT SERVICES, LLC·WALTHAM, Massachusetts
Series 3, Series 7, Series 63Clean recordGL INVESTMENT SERVICES, LLC
400 FIFTH AVE., WALTHAM, MA 02451CRD# 3102830Firm CRD# 152158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel John Thibeault · WALTHAM, MA
Registration
CRD #3102830 · GL INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GL INVESTMENT SERVICES, LLC
CRD 152158 · SEC 801-71436
AUM
$134M
Regulatory assets under management
Employees
80
287 client accounts
Services offered by GL INVESTMENT SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GL INVESTMENT SERVICES, LLC →
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04

Frequently Asked Questions

What services does Daniel John Thibeault offer?
Daniel John Thibeault specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Daniel John Thibeault's credentials?
Daniel John Thibeault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel John Thibeault located?
Daniel John Thibeault is based in WALTHAM, Massachusetts, working with GL INVESTMENT SERVICES, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Daniel John Thibeault charge for services?
Daniel John Thibeault'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 GL INVESTMENT SERVICES, LLC?
GL INVESTMENT SERVICES, LLC has approximately 80 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GL INVESTMENT SERVICES, LLC

John Joseph Donohue
WALTHAM, MA

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Research
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