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Glenayr Family Advisors LLC CRD 171664
14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Brightwood, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-05 |
| PA | RA | APPROVED | 2022-10-31 |
Branch Locations
Brightwood, VA • United States
Elverson, PA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Valley Wealth Management, Llc | Chester Springs | PA | 09/2012 | 11/2018 |
| Lincoln Investment | Fort Washington | PA | 10/2017 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 07/2022 |
| Third Eye Associates, Ltd | Red Hook | NY | 07/2022 | 09/2022 |
| Glenayr Family Advisors Llc | Brightwood | VA | 09/2022 | Present |
1. Faculty member with The Sudden Money Institute teaching Transition Finances; located at Elverson, PA; As of 04/29/2021; 10% time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner, Apogee Innovations, LLC, entity created for facilitating woodworking business; Located at Elverson, PA; as of 04/29/2021; 0% of time spent during business hours; Not conducted at branch location; Not Investment related. 3. Co-owner, Tetra Worldwide, LLC; entity created for the purpose of facilitating E-commerce business; Located in Elverson, PA; as of start date; 0% of time spent during business hours; Not Conducted at branch location; Not investment related. 4. Insurance Agent; life insurance agent; Investment Related; 0% of time spent during business hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
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