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Alexa Ann Glanzel

Commonwealth Financial Network

Irondequoit, NY

Ontario, NY

CRD 7216993

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-26
  • NY RA
    APPROVED
    Since 2024-01-26

Branch Locations

3000 East Ridge Road, Irondequoit, NY 14622 • United States

6206 Slocum Road, Ontario, NY 14519 • 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
Weller Group Llc Ontario NY 12/2019 01/2025
Dibella's Old Fashioned Submarines Webster NY 08/2020 12/2021
University Of Rochester Rochester NY 08/2019 05/2023
Wayne Central School District Ontario NY 09/2006 08/2019
Commonwealth Financial Network Waltham MA 01/2025 Present
Weller Group Llc Ontario NY 01/2025 Present
  • 12/2019 → 01/2025
    Weller Group Llc
    Ontario, NY
  • 08/2020 → 12/2021
    Dibella's Old Fashioned Submarines
    Webster, NY
  • 08/2019 → 05/2023
    University Of Rochester
    Rochester, NY
  • 09/2006 → 08/2019
    Wayne Central School District
    Ontario, NY
  • 01/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Weller Group Llc
    Ontario, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
Other Names
  • Alexa Glanzel

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Nearby Investors

MATTHEW DAVID BENNAGE
Daniel Jeremiah Ortiz
TIMOTHY ALLEN WELLER

Nearby Offices

J.P. MORGAN SECURITIES LLC · IRONDEQUOIT, NY
CETERA INVESTMENT ADVISERS LLC · ROCHESTER, NY
OSAIC WEALTH, INC. · WEBSTER, NY

More in Irondequoit, NY

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