Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B
Fee Structure
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Contact
Glenn Alan Blachman
Location
236 Washington Street, Suite 1A, Toms River, NJ, 08753
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Summit Financial, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Bcg Securities, INC.
March 2012 - March 2015 · 3 yrs
Gateway Advisory, LLC
January 2010 - February 2025 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1997 - January 2010 · 12 yrs 11 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.
Contact
Glenn Alan Blachman