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Glenn Ferrell

12 Years of Experience

Glenn Ferrell is a registered investment advisor at Stone Securities INC., based in Clarks Green, PA, with 12 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 103 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
103 clients
Average Client Portfolio
$704K average
Assets Under Management
$72.5M

Fee Structure

Investment management only (planning not offered)

Stone Securities charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 2.0%, depending on the amount you invest, the type of account, and your investment goals. All fees are negotiable.

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Location

281 E. Grove St, Clarks Green, PA, 18411

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History

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.

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Other Business Activities

Glenn works as a claims adjudicator for the PA Department of Labor, Bureau of Disability Determination. This is a nearly full-time position.

Employment History
Current Registrations
Stone Securities INC.
March 2014 - Present · 12 yrs 1 mo
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.