RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Frederick Morgan Glasser
- Professional profile
- linkedin.com/in/fritz-glasser-cima%C2%AE-76a1303reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Optas, LLC independent RIA currentsince May 7, 2019 · Dripping Springs, Tx
- Wells Fargo Advisors wirehouseApr 1, 2010 to May 8, 2019 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseJul 8, 1997 to Apr 8, 2010 · San Francisco, Ca
- Wells Fargo Advisors to Optas, LLCleft May 8, 2019, registered May 7, 2019 (-1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- UBS Financial Services Inc. to Wells Fargo Advisorsleft Apr 8, 2010, registered Apr 1, 2010 (-7 days) · Wirehouse to wirehouse
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address