Glenn Michael Demarrais

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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 → 12/2018
  Ubs Financial Services Inc
  New York, NY
• 01/2019 → 01/2021
  Commonwealth Financial Network
  Waltham, MA
• 01/2019 → 01/2021
  Kbk Wealth Management, Llc
  New York, NY
• 01/2021 → 03/2025
  The Investment Center Inc
  Bedminster, NJ
• 01/2021 → 03/2025
  Ic Advisory Services Inc
  Bedminster, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Lawrence Township, NJ

Previous Registrations

• 2021-01-14 → 2025-03-06
  Ic Advisory Services, Inc.
  Bedminster, NJ
• 2019-01-03 → 2021-01-11
  Commonwealth Financial Network
  New York, NY
• 2017-03-06 → 2018-12-26
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Foundation Asset Management - DBA for LPL Business (entity for LPL business) - Y - 170 - 130 - at reported business location(s) - 2026-04-15 - Financial Advisor - DBA Foundation Asset Management

Exams

• S66 Uniform Combined State Law Examination
  2017-03-06

Other Names

• Glenn Demarrais
• Glenn Michael Demarrais