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Robert Glatt

Glatt And Associates, LLC

Moorpark, CA

CRD 4511436

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Employer firm

Glatt And Associates, LLC CRD 119628

$32.8M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Glatt And Associates, Llc

Moorpark, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-15
  • CA RA
    APPROVED
    Since 2025-10-15

Branch Locations

Moorpark, CA • 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
OrganizationCityStateFromTo
Glatt And Associates, Llc Moorpark CA 01/1997 Present
Previous Registrations
Other Businesses

Business coach and Chief Financial Officer Consulting. Mr. Glatt engages in insurance activities and has an active insurance license.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-05
  • S65 Uniform Investment Adviser Law Examination
    2001-12-05

View on SEC IAPD

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