Glenn Simon Zavorskas

Employer firm

Principle Wealth CRD 290180

$3.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Wells Fargo Advisors Llc
  Essex, CT
• 11/2016 → 01/2019
  Wells Fargo Clearing Services, Llc
  Essex, CT
• 01/2019 → 12/2021
  Rbc Capital Markets Llc
  Glastonbury, CT
• 03/2020 → 12/2021
  City National Bank
  Glastonbury, CT
• 12/2021 → Present
  Principle Wealth Partners Llc
  Madison, CT

Previous Registrations

• 2019-01-08 → 2021-12-20
  Rbc Capital Markets, Llc
  Glastonbury, CT
• 2016-06-29 → 2019-01-16
  Wells Fargo Clearing Services, Llc
  Essex, CT

Exams

• S66 Uniform Combined State Law Examination
  2016-06-29
• S63 Uniform Securities Agent State Law Examination
  2007-03-14

Designations

• Certified Financial Planner