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Glen Samuel Frost

Frost Financial Advisory Group LLC

Philadelphia, PA

CRD 4189768

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Employer firm

Frost Financial Advisory Group LLC CRD 343437

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Frost Financial Advisory Group Llc

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-08-11
PA RA APPROVED 2026-07-30
  • DE RA
    APPROVED
    Since 2026-08-11
  • PA RA
    APPROVED
    Since 2026-07-30

Branch Locations

Philadelphia, PA • 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
Morgan Stanley Philadelphia PA 04/2003 02/2024
Morgan Stanley Philadelphia PA 02/2011 02/2024
Wells Fargo Clearing Services, Llc Chesterbrook PA 02/2024 06/2026
Frost Financial Advisory Group Llc Philadelphia PA 07/2026 Present
Wells Fargo Advisors Chesterbrook PA 02/2024 06/2026
Previous Registrations
Other Businesses

independent insurance agent; Philadelphia, PA; investment related; selling insurance products; 2 hrs/mo

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-20
  • S66 Uniform Combined State Law Examination
    2000-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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