Charles Robert Glasser

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

• 01/1990 → Present
  Self
  Mt Pleasant, SC
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-02-17 → 2007-07-18
  Legacy Advisory Services, Inc.
  Mt Pleasant, SC
  Mt Pleasant, SC

Other Businesses

(1) DBA: CRG WEALTH ADVISORS, INVESTMENT RELATED, SAME AS REGISTERED BRANCH ADDRESS, SALES OF SECURITIES AND INVESTMENT ADVISORY BUSINESS, START 6/5/2013, 40 HOURS A WEEK DURING TRADING HOURS. (2) FIXED INSURANCE AGENT (3) NAME OF OTHER BUSINESS: CAROLINA FILM ALLIANCE ; INVESTMENT RELATED: NO ; ADDRESS: 1002 ANNA KNAPP BLVD SUITE 103 MT. PLEASANT, SC 29464 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: MEMBER/ADVISORY BOARD ; APX NUMBER OF HOURS PER WEEK: 10 PER YEAR ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 PER YEAR ; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVICE TO ENHANCE FILMING IN SOUTH CAROLINA TO STATE AND LOCAL ADMINISTRATIONS; (4) NAME OF OTHER BUSINESS: LOWCOUNTRY FINANCIAL GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-28
• S63 Uniform Securities Agent State Law Examination
  1986-11-26

Other Names

• Rob Glasser
• Charles Robert Glasser
• Charles Robert Glasser Jr