Gordon Glenn

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-15
NY	RA	APPROVED	2025-04-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	11/2023	07/2024
Berkman Financial	New York	NY	06/2022	06/2023
Farias Surf & Sport	Ship Bottom	NJ	05/2020	08/2020
University Of Delaware	Newark	DE	02/2020	05/2023
Montclair High School	Montclair	NJ	09/2014	06/2018
Unemployed	Montclair	NJ	07/2023	10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2025	Present
Barrel Mobile Bar	Ship Bottom	NJ	07/2021	03/2025
St. Bonaventure University	Olean	NY	08/2018	01/2020
University Of Delaware	Newark	NY	02/2020	12/2023
Bank Of America, N.A.	New York	NY	06/2025	Present

11/2023 → 07/2024

Equitable Advisors, Llc

New York, NY
06/2022 → 06/2023

Berkman Financial

New York, NY
05/2020 → 08/2020

Farias Surf & Sport

Ship Bottom, NJ
02/2020 → 05/2023

University Of Delaware

Newark, DE
09/2014 → 06/2018

Montclair High School

Montclair, NJ
07/2023 → 10/2023

Unemployed

Montclair, NJ
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2021 → 03/2025

Barrel Mobile Bar

Ship Bottom, NJ
08/2018 → 01/2020

St. Bonaventure University

Olean, NY
02/2020 → 12/2023

University Of Delaware

Newark, NY
06/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-20

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