Brian James Glenn
Investment adviser representative at Premier Path Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Premier Path Wealth Partners, LLCApr 2023 to now
- Olcott Square Investment Partners, LLCNov 2018 to Mar 2024
- W.R. Huff Asset ManagementJul 2008 to Oct 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Premier Path Wealth Partners, LLC
$1.2BAssets managed
463Clients
7Advisers
3 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
- 4815067
- Firm CRD
- 325300