Eric James Glassbrenner
Investment adviser representative at Cross Border Wealth, LLC
11 yearsExperience
1 stateRegistered in
$221.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cross Border Wealth, LLCOct 2021 to now
- Claraphi Advisory NetworkDec 2018 to now
- Brookstone Capital ManagementJul 2018 to Nov 2018
- West Advisory GroupJun 2015 to Oct 2018
- Center Street Advisors, Inc.Jun 2015 to Jan 2018
- Center Street Securities, Inc.Jun 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4160645
- Firm CRD
- 288330