AG
AG

Abraham M. Glaser

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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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 ActivitiesSells Insurance

Abraham is affiliated with several investment-related entities, including Silverleaf Wealth Management, Silverleaf Advisor Group LLC, EMG3 Financial Services, Gladstone Institutional Advisory, and LPL Financial. He also works with insurance companies like AIG, Symetra, John Hancock, Forethought Life, Nationwide, and Jackson National, dedicating a few hours per week to non-variable insurance products.

Employment History
Current Registrations
LPL Financial LLC
June 2025 - Present · 8 mos
Gladstone Wealth Partners
March 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Silverleaf Advisor Group, LLC
July 2019 - March 2022 · 2 yrs 8 mos
RBC Capital Markets, LLCBroker
June 2016 - July 2019 · 3 yrs 1 mo
RBC Capital Markets, LLC
June 2016 - July 2019 · 3 yrs 1 mo
Keel Point, LLC
November 2013 - June 2016 · 2 yrs 7 mos
Keel Point Capital, LLCBroker
November 2013 - June 2016 · 2 yrs 7 mos
Umb Financial Services, INC.Broker
January 2011 - December 2013 · 2 yrs 11 mos
Umb Financial Services, INC.
January 2011 - December 2013 · 2 yrs 11 mos
Country Club Financial Services, INC.
March 2005 - January 2011 · 5 yrs 10 mos
Country Club Financial Services, INC.Broker
March 2005 - January 2011 · 5 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - March 2005 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2003 - March 2005 · 1 yr 11 mos
State Registrations8 states
ALKSMONCNDNESCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.