Brian
Glas

Noble Family Wealth

CRD#4689488
Investment Advisor
in Clearwater, FL

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About this Advisor

Brian Glas is a financial advisor based in Clearwater, Florida, working with Noble Family Wealth. Brian has previously held positions at Northern Trust Corporation and Noble Family Wealth, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Brian is part of Noble Family Wealth, which operates out of Clearwater, Florida. The firm has 4 employees and manages assets totaling $362.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Noble Family Wealth includes asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2475 Enterprise Rd.
Clearwater, FL 33763

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Noble Family Wealth Brokerage Details

Total Assets Under Management

$362,627,821

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

392

FL Average: 2,474
Average Account Size

$925,071

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Glas Work History

2021 - Present (3 years)

Noble Family Wealth, LLC

2013 - 2021 (8 years)

Northern Trust Corporation

Disclosures

Please visit the SEC profile of Brian Glas 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 Noble Family Wealth

Brian Glas
Clearwater, FL
Matthew Szabad
Clearwater, FL
Sandra Nesbit
Clearwater, FL

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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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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