Courtney
Glaser
La Ferla Group LLC
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About this Advisor
Courtney Glaser is a financial advisor who works out of Garden City, New York, with a total of 2 years of relevant experience. Glaser is an advisor for La Ferla Group LLC. Their career trajectory has included roles at La Ferla Group LLC, Ubs Financial Services, Molloy College and Pathmark Supermarkets. Glaser is able to operate in New York. La Ferla Group LLC is an advisory business based out of Garden City, NY. The firm has a total of eight employees. It controls $276 million in assets between its 840 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises five charities and foundations. Of its 840 customer accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in investable assets. La Ferla Group LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types charged by La Ferla Group LLC most likely are comprised of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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La Ferla Group LLC Brokerage Details
$275,635,422
8
840
$328,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Courtney Glaser Work History
Courtney has been registered as a financial advisor for 2 years.*
La Ferla Group LLC
Ubs Financial Services
Molloy College
Pathmark Supermarkets
*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 Courtney Glaser 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 La Ferla Group LLC
Garden City, NY
Garden City, NY
Macon, GA
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, 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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