Glenn P. Arnold
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsAug 2026 to now
- UnemployedNov 2025 to Aug 2026
- Sequoia FinancialNov 2025 to Feb 2026
- Three Rivers Financial ServicesNov 2016 to Nov 2025
- Merrill LynchDec 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 4670661
- Firm CRD
- 104555