Glenn
Ambach

Cantor Fitzgerald Investment Advisors

CRD#3019605
Investment Advisor
in La Jolla, CA

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About this Advisor

Glenn Ambach is a chartered financial analyst based in La Jolla, California with a total of 6 years of relevant experience. Ambach is currently employed by Cantor Fitzgerald Investment Advisors. Ambach has gained experience at Cantor Fitzgerald Investment Advisors Lp and Efficient Market Advisors, LLC. Ambach has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in California. Cantor Fitzgerald Investment Advisors is an advisory business operating out of New York, NY. It has offices in two locations and a total of 32 financial advisors. It oversees $2 billion in total assets across its 1,961 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 31 charitable organizations. Of its 1,961 customer accounts, 38% are associated with high-net-worth individuals who have at least $1 million in assets. Cantor Fitzgerald Investment Advisors performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Cantor Fitzgerald Investment Advisors likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Regents Park Financial Centre 4180 La Jolla Village Dr #315
La Jolla, CA 92037

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Cantor Fitzgerald Investment Advisors Brokerage Details

Total Assets Under Management

$2,336,482,672

CA Average: $7,464,549,021
Total Number of Employees

32

CA Average: 88
Total Number of Accounts

1,961

CA Average: 3,892
Average Account Size

$1,191,475

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Glenn Ambach Work History

Glenn has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cantor Fitzgerald Investment Advisors Lp

2012 - Present (12 years)

Efficient Market Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Glenn Ambach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cantor Fitzgerald Investment Advisors

Walter Karle
New York, NY
Ryan Chambers
New York, NY
Steven Pointer
New York, NY
Cody Rominger
New York, NY
Glenn Ambach
La Jolla, CA
Richard Baxter
New York, NY
Andrew Raney
New York, NY
Christopher Yost
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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