Erin Glennon (CRD# 6700017) is an Investment Advisor Representative working at Morgan Stanley in Wilkes-Barre, PA and has 1 year of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Wilkes Barre, PA | Jul 2018 - Current | 6 |
S&j Grocery & Deli | Ashley, PA | Aug 2014 - Jul 2018 | 3 |
Wilkes University | Wilkes Barre, PA | Aug 2014 - May 2018 | 3 |
Wyoming Valley Country Club | Hanover Twp, PA | May 2017 - Aug 2017 | < 1 |
Ameriprise Financial Services, Inc. | Wilkes Barre, PA | Aug 2016 - May 2017 | < 1 |
Wilkes University | Wilkes Barre, PA | Aug 2016 - May 2017 | < 1 |
Unemployed | Ashley, PA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- PA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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