Glenn Edward Frank

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-08-25

MA RA
APPROVED

Since 2025-08-25

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

1500 District Avenue, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Frank Advising Llc	Bedford	MA	01/2025	Present
Hightower Advisors, Llc	Lexington	MA	10/2019	12/2024
Lexington Wealth Management, Inc.	Lexington	MA	04/2010	12/2019
Eversource Wealth Advisors, Llc	Natick	MA	08/2025	Present

01/2025 → Present

Frank Advising Llc

Bedford, MA
10/2019 → 12/2024

Hightower Advisors, Llc

Lexington, MA
04/2010 → 12/2019

Lexington Wealth Management, Inc.

Lexington, MA
08/2025 → Present

Eversource Wealth Advisors, Llc

Natick, MA

Previous Registrations

2025-03-25 → 2025-10-09

Frank Advising Llc

Bedford, MA
2019-10-18 → 2025-01-30

Hightower Advisors, Llc

Lexington, MA
2010-04-21 → 2019-12-31

Lexington Wealth Management, Inc.

Lexington, MA
2005-01-03 → 2010-05-03

Calibre Advisory Services Inc.

Waltham, MA
1997-01-01 → 2004-12-16

Tanager Financial Services Inc

Waltham, MA

Other Businesses

1) Business Name: Frank Advising LLC; Investment Related: Yes; Start Date: Beginning in March 2025, Title/Relationship: President; Nature: Educational workshops; Address: 8 Shire Lane, Bedford, MA 01730; Approx. Time Spent: 15 hours per month; 0 hours per month during trading hours; Duties: Professor delivering course content; 2) Business Name: N/A; Investment Related: Yes; Start Date: 2024 Address: 8 Shire Lane, Bedford, MA 01730; Nature/Duties: Newsletter writing for an RIA; Time Spent: Approx. 5% of time during the month; and (3) Business Name: Frank Advising, LLC; Investment Related: Yes; Start Date: January 2025; Title: President and Chief Compliance Officer; Nature: Registered investment advisory firm; Address: 8 Shire Lane, Bedford, MA 01730; Time Spent: 5 hours per month; During Trading Hours: 5; Duties: Until the company withdraws its registration in Massachusetts, Glenn will be provide services as President and CCO of Frank Advising, LLC to facilitate the transition of the company's investment advisory practice to EverSource Wealth Advisors, LLC.