Unclaimed Profile

Courtney L Glaser

LA FERLA GROUP LLC·GARDEN CITY, New York

Clean record4 years registeredLA FERLA GROUP LLC

1050 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 6116330Firm CRD# 174993

Profile Verification

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

Identity

Courtney L Glaser · GARDEN CITY, NY

Registration

CRD #6116330 · LA FERLA GROUP LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LA FERLA GROUP LLC

LA FERLA GROUP LLC

Sep 2021 – Aug 2023

GARDEN CITY, NY

Registrations & Exams

Registration record

First registered · September 14, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LA FERLA GROUP LLC

CRD 174993 · SEC 801-92167

AUM

$276M

Regulatory assets under management

Employees

840 client accounts

Services offered by LA FERLA GROUP LLC

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 LA FERLA GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Courtney L Glaser offer?

Courtney L Glaser specializes in Financial Planning, Investment Management, Wealth Management.

What are Courtney L Glaser's credentials?

Courtney L Glaser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney L Glaser located?

Courtney L Glaser is based in GARDEN CITY, New York, last registered with LA FERLA GROUP LLC.

How does Courtney L Glaser charge for services?

Courtney L Glaser'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 LA FERLA GROUP LLC?

LA FERLA GROUP LLC has approximately 8 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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