Unclaimed Profile

Glenn Richmond Royal

ROYAL HARBOR PARTNERS, LLC·HOUSTON, Texas

SIE, Series 3, Series 7, Series 63, Series 65, Series 99TOCFPClean record26 years registeredROYAL HARBOR PARTNERS, LLC

12000 AEROSPACE AVENUE, HOUSTON, TX 77034CRD# 2543293Firm CRD# 304735

Profile Verification

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

Identity

Glenn Richmond Royal · HOUSTON, TX

Registration

CRD #2543293 · ROYAL HARBOR PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

RHP WEALTH MANAGEMENT

Aug 2019 – present

PKS ADVISORY SERVICES, LLC

Jul 2019 – Aug 2019

ALBANY, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2013 – Jun 2019

HOUSTON, TX

MORGAN STANLEY

Jun 2009 – May 2013

HOUSTON, TX

CITIGROUP GLOBAL MARKETS INC.

Feb 2005 – Jun 2009

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Sep 1999 – Mar 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · September 24, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROYAL HARBOR PARTNERS, LLC

CRD 304735 · SEC 801-116961

AUM

$264M

Regulatory assets under management

Employees

551 client accounts

Services offered by ROYAL HARBOR PARTNERS, 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 ROYAL HARBOR PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Glenn Richmond Royal offer?

Glenn Richmond Royal specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Glenn Richmond Royal's credentials?

Glenn Richmond Royal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Glenn Richmond Royal located?

Glenn Richmond Royal is based in HOUSTON, Texas, working with ROYAL HARBOR PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Glenn Richmond Royal charge for services?

Glenn Richmond Royal'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 ROYAL HARBOR PARTNERS, LLC?

ROYAL HARBOR PARTNERS, LLC has approximately 7 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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