Brian Glazer, Senior Investment Advisory Consultant

Brian Glazer is a senior investment advisory consultant with the Investment Advisory Consulting team. With the firm since 2012, Brian provides affiliated advisors with comprehensive solutions to their investment-related questions, assisting them with mutual funds, exchange-traded funds, asset allocation, approved advisory platforms (including our fee-based Preferred Portfolio Services® platform), and overall case design. He holds a BS from the University of Vermont and an MBA from Suffolk University. Brian holds the FINRA Series 7, 24, and 66 securities registrations, as well as the ChFC® designation.
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