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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E••• J•••• G•••••••••
- Title
- Senior Investment Advisorreportedcrossborder-wealth.comfirm site, Sep 16, 2026
- Years, as the firm states
- 30reportedcrossborder-wealth.com“E••• has acquired several licenses, including Series 7 and 65 from the Financial Industry Regulatory Authority (FINRA) and brings over 30 years of experience in financial services - having worked in retail sales, institutional sales, projec”
- Professional profile
- crossborder-wealth.com/advisor-focus-eric-glassbrenner?hsLang=enreportedcrossborder-wealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/eric-glassbrenner-10b8416reportedcrossborder-wealth.comfirm site, Sep 16, 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.
- C•••• B••••• W•••••• L•• independent RIA currentsince Nov 16, 2021 · New York, Ny
- C••••••• A••••••• N••••••• L•• independent RIADec 3, 2018 to Nov 5, 2021 · Pittsburgh, Pa
- B••••••••• C•••••• M••••••••• L•• independent RIAJul 26, 2018 to Dec 4, 2018 · Pittsburgh, Pa
- C••••• S••••• A•••••••• I••• formerJun 26, 2015 to Feb 14, 2018 · Pittsburgh, Pa
- C•••••• G••••••• W••••• M••••••••• L•• formerMar 18, 2014 to Jun 17, 2015 · Pittsburgh, Pa
- H• B•••• I••• formerMay 18, 2012 to Sep 25, 2013 · Wexford, Pa
- L•••• W••••• M••••••••• independent RIAFeb 15, 2011 to Apr 15, 2014 · Pittsburgh, Pa
- E•••• S••••••••• L•• BD affiliatedApr 12, 2006 to Nov 21, 2008 · Pittsburgh, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 1, 2003 to May 11, 2004 · Pittsburgh, Pa
- C••••••• A••••••• N••••••• L•• to C•••• B••••• W•••••• L••left Nov 5, 2021, registered Nov 16, 2021 (11 days) · RIA to RIA
- B••••••••• C•••••• M••••••••• L•• to C••••••• A••••••• N••••••• L••left Dec 4, 2018, registered Dec 3, 2018 (-1 days) · RIA to RIA
- C••••• S••••• A•••••••• I••• to B••••••••• C•••••• M••••••••• L••left Feb 14, 2018, registered Jul 26, 2018 (162 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- C•••••• G••••••• W••••• M••••••••• L•• to C••••• S••••• A•••••••• I•••left Jun 17, 2015, registered Jun 26, 2015 (9 days) · Other
- L•••• W••••• M••••••••• to H• B•••• I•••left Apr 15, 2014, registered May 18, 2012 (-697 days) · Other
- H• B•••• I••• to C•••••• G••••••• W••••• M••••••••• L••left Sep 25, 2013, registered Mar 18, 2014 (174 days) · Other
- E•••• S••••••••• L•• to L•••• W••••• M•••••••••left Nov 21, 2008, registered Feb 15, 2011 (816 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••• S••••••••• L••left May 11, 2004, registered Apr 12, 2006 (701 days) · Other
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address