Glenn Richard Whalen
Investment adviser representative at Choice Wealth Advisors LLC
12 yearsExperience
1 stateRegistered in
$323.3MFirm assets
8 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 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Choice Wealth Advisors LLCAug 2018 to now
- Cetera Advisors LLCOct 2016 to now
- Choice InvestmentsJan 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (ME).
Choice Wealth Advisors LLC
$323.3MAssets managed
602Clients
3Advisers
8 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
- 6408056
- Firm CRD
- 297745