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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bedminster | NJ | 11/2008 | 11/2017 |
| Janney Montgomery Scott, Llc | Bedminster | NJ | 11/2017 | 11/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2025 | Present |
1. Ms. Glanz conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Strategic Counsel Wealth Advisory. Ms. Glanz is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Ms. Glanz is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Glanz, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
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