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Frederick Morgan Glasser

OPTAS, LLC·AUSTIN, Texas
Clean recordOPTAS, LLC
210 BARTON SPRINGS RD, AUSTIN, TX 78704CRD# 2517074Firm CRD# 299965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Morgan Glasser · AUSTIN, TX
Registration
CRD #2517074 · OPTAS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frederick Morgan Glasser is a registered financial advisor based in AUSTIN, Texas, affiliated with OPTAS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPTAS, LLC
OPTAS, LLC
AUM
$634M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OPTAS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2517074
Firm CRD# 299965
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Morgan Glasser offer?
Frederick Morgan Glasser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Frederick Morgan Glasser's credentials?
Frederick Morgan Glasser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Morgan Glasser located?
Frederick Morgan Glasser is based in AUSTIN, Texas, working with OPTAS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Frederick Morgan Glasser charge for services?
Frederick Morgan Glasser'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 OPTAS, LLC?
OPTAS, LLC has approximately 7 employees and manages $634M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTAS, LLC

Meghan Railey
AUSTIN, TX
Michael Berger
AUSTIN, TX

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Research
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