Nicole
Glazer

Sage Rhino Capital LLC

CRD#6664364
Investment Advisor
in Menlo Park, CA

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About this Advisor

Nicole Glazer is a financial advisor based in Menlo Park, California, working with Sage Rhino Capital LLC. Nicole has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Sage Rhino Capital, LLC. Nicole has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nicole is part of Sage Rhino Capital LLC, which operates out of Menlo Park, California. The firm has 8 employees and manages assets totaling $712.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sage Rhino Capital LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

525 Middlefield Road Suite 119
Menlo Park, CA 94025

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Sage Rhino Capital LLC Brokerage Details

Total Assets Under Management

$712,243,670

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

1,442

CA Average: 3,727
Average Account Size

$493,928

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nicole Glazer Work History

2017 - Present (7 years)

Sage Rhino Capital, LLC

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Nicole Glazer 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 Sage Rhino Capital LLC

Nicole Glazer
Menlo Park, CA
Denise Farkas
Menlo Park, CA
Alex Owens
Knoxville, TN
Igor Lotsvin
Menlo Park, CA
Laura Ponticello
Menlo Park, CA
Mia Carla Dizon
Menlo Park, CA
Caroline Novak
Menlo Park, CA
Dana Franco-Young
Menlo Park, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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