Glenn Jeffrey Reis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2002 → 11/2017
  Girard Securities, Inc.
  Carmel, CA

Previous Registrations

• 2002-08-16 → 2017-11-01
  Girard Securities, Inc.
  Monterey, CA
  Carmel, CA
  San Diego, CA
• 1998-04-01 → 2002-08-21
  Spelman & Co., Inc.
  Carmel, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-03-21