Eric James Glassbrenner

Employer firm

Cross Border Wealth, LLC CRD 288330

$222M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2015 → 01/2018
  Center Street Advisors, Inc.
  Nashville, TN
• 06/2015 → 01/2018
  Center Street Securities, Inc.
  Nashville, TN
• 07/2018 → 11/2018
  Brookstone Capital Management
  Wheaton, IL
• 06/2015 → 10/2018
  West Advisory Group
  Pittsburgh, PA
• 12/2018 → Present
  Claraphi Advisory Network
  Laguna, CA
• 10/2021 → Present
  Cross Border Wealth, Llc
  New York, NY

Previous Registrations

• 2018-12-03 → 2021-11-05
  Claraphi Advisory Network, Llc
  Pittsburgh, PA
  Aliso Viejo, CA
• 2018-07-26 → 2018-12-04
  Brookstone Capital Management Llc
  Pittsburgh, PA
  Wheaton, IL
• 2015-06-26 → 2018-02-14
  Center Street Advisors, Inc.
  Pittsburgh, PA
  Nashville, TN
• 2014-03-18 → 2015-06-17
  Capital Guardian Wealth Management, Llc
  Pittsburgh, PA
• 2011-02-15 → 2014-04-15
  Lyons Wealth Management
  Pittsburgh, PA
• 2012-05-18 → 2013-09-25
  Grove Point Investments, Llc
  Wexford, PA
  Wexford, PA
• 2006-04-12 → 2008-11-21
  Eagle Strategies Llc
  Pittsburgh, PA
• 2003-12-01 → 2004-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

1.) I am an independent contractor to insurance brokerage companies that help me identify insurance and annuity solutions 2.) From time to time, as an avid music lover, I help friends of mine at their award-winning jazz club.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-14
• S63 Uniform Securities Agent State Law Examination
  2000-12-02