Spencer
Bleecker
Roberts, Glore & Co
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About this Advisor
Spencer Bleecker is a financial advisor who works in Deerfield, Illinois who has 5 years of relevant experience. Bleecker currently works for Roberts, Glore & Co. Throughout their career, Bleecker has worked at Roberts, Glore & Co, Lake Forest College, Cheevers And Company and Lake Forest High School. Bleecker maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Illinois. Roberts, Glore & Co is a firm that has its headquarters in Deerfield, IL. It handles $714 million in assets across its 1,093 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 1,093 accounts, 46% belong to high-net-worth investors who have greater than $1 million in assets. Roberts, Glore & Co provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are offered. However, fees billed by Roberts, Glore & Co likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roberts, Glore & Co Brokerage Details
$714,037,306
7
1,093
$653,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Spencer Bleecker Work History
Spencer has been registered as a financial advisor for 5 years.*
Roberts, Glore & Co
Roberts, Glore & Co
Cheevers And Company
Lake Forest College
Lake Forest High School
*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 Spencer Bleecker 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 Roberts, Glore & Co
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
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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