David H Glen

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 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:

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

Current Employers

Employment History

• 10/2022 → Present
  Corient
  Naples, FL
• 12/2013 → 10/2022
  Eaton Vance Wateroak Advisors
  Boston, MA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 10/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-04-14

Designations

• Certified Financial Planner

Other Names

• David Henry Glen