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Carly Rose Glasnow

Santa Barbara Management

Montecito, CA

Chicago, IL

CRD 8283202

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Employer firm

Santa Barbara Management CRD 334801

$530M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Santa Barbara Management

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-30
  • CA RA
    APPROVED
    Since 2026-06-30

Branch Locations

1482 East Valley Road Suite 30 , Montecito, CA 93108 • United States

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • 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
Artera Santa Barbara CA 11/2020 05/2026
Gellert Simonsen & Co. Llp Santa Barbara CA 01/2019 11/2020
Pricewaterhouse Coopers Llp Chicago IL 11/2016 12/2018
Santa Barbara Management Chicago IL 05/2026 Present
Unemployed Notre Dame IN 05/2016 11/2016
  • 11/2020 → 05/2026
    Artera
    Santa Barbara, CA
  • 01/2019 → 11/2020
    Gellert Simonsen & Co. Llp
    Santa Barbara, CA
  • 11/2016 → 12/2018
    Pricewaterhouse Coopers Llp
    Chicago, IL
  • 05/2026 → Present
    Santa Barbara Management
    Chicago , IL
  • 05/2016 → 11/2016
    Unemployed
    Notre Dame, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
MANCHESTER CAPITAL MANAGEMENT LLC
WATCHFIRE VENTURES, LLC

Nearby Investors

BRIAN E YORTY
Alexander James Puziol
CORY JAMES BOGGS

Nearby Offices

J.P. MORGAN SECURITIES LLC · MONTECITO, CA
MANCHESTER CAPITAL MANAGEMENT LLC · Montecito, CA
MANCHESTER CAPITAL MANAGEMENT LLC · Montecito, CA

More in Montecito, CA

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