AG
CFP
AG
CFP

Amanda Beth Glanz

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

1580 Route 206 North, Bedminster, NJ, 07921

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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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Employment History
Current Registrations
Newedge Advisors
November 2025 - Present · 3 mos
Previous Registrations
Janney Montgomery Scott LLC
November 2017 - November 2025 · 8 yrs
Janney Montgomery Scott LLCBroker
November 2017 - November 2025 · 8 yrs
UBS Financial Services INC.
November 2008 - December 2017 · 9 yrs 1 mo
UBS Financial Services INC.Broker
November 2008 - December 2017 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2002 - December 2008 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2002 - December 2008 · 6 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.