Glenn R Rudy

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

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

&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-15

NY RA
APPROVED

Since 2026-06-15

Branch Locations

Bayshore, NY • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	New York	NY	08/2016	11/2016
Wells Fargo Clearing Services, Llc	New York	NY	11/2016	06/2026
&Partners	Nashville	TN	06/2026	Present

08/2016 → 11/2016

Wells Fargo Advisors Llc

New York, NY
11/2016 → 06/2026

Wells Fargo Clearing Services, Llc

New York, NY
06/2026 → Present

&Partners

Nashville, TN

Previous Registrations

2016-09-01 → 2025-07-28

Wells Fargo Clearing Services, Llc

New York, NY

Melville, NY

Hauppauge, NY

Bayshore, NY
2016-05-12 → 2016-09-02

Oppenheimer & Co. Inc.

Jericho, NY
2009-07-27 → 2016-05-12

Wells Fargo Clearing Services, Llc

Garden City, NY

Melville, NY

Garden City, NY

Hauppauge, NY
1995-05-17 → 2009-08-03

Ubs Financial Services Inc.

Jersey City, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-03-20
S63	Uniform Securities Agent State Law Examination	1986-07-28

S65 Uniform Investment Adviser Law Examination

1996-03-20
S63 Uniform Securities Agent State Law Examination

1986-07-28

View on SEC IAPD