Glenn Fischer

Alexandria, Virginia, 22314
advisor

Member Since 2009

I take time to understand each client’s unique personal circumstances. Working with clients’ accountants, attorneys and other professionals I develop a well-defined and comprehensive Wealth Management Plan that integrates investment management with estate and wealth transfer strategies. I implement a customized and disciplined Investment Plan which balances the clients’ need to grow, preserve and pass on their assets. My goal is to simplify and coordinate the complex world of investment management and estate planning allowing clients to have confidence in
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My Location

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 Background Information

  • Years of Financial Experience

    • 22

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee, Hourly fee, Commissions (Investment Products), Commissions (Insurance Products)
    • Investment Services: Asset-based fee, Fixed fee, Hourly fee, Commissions (Investment Products), Commissions (Insurance Products)

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Morgan Stanley Smith Barney

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 1852876
    • Securities Registrations: Series 65, Series 63, Series 7, Series 24
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Broker/Dealer: Morgan Stanley Smith Barney

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Busines Sale or aquisition

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
 
Contact Glenn
 
Visit Website - http://www.fa.smithbarney.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning