Eric
Glassbrenner

Cross Border Wealth, LLC

CRD#4160645
Investment Advisor
in New York, NY

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About this Advisor

Eric Glassbrenner is a financial advisor based in New York, New York, working with Cross Border Wealth, LLC. Eric has previously held positions at Center Street Securities, Inc, Capital Guardian LLC, Capital Guardian, Center Street Advisors, Inc, Brookstone Capital Management, West Advisory Group, Claraphi Advisory Network, Center Street Securities, and Cross Border Wealth, LLC. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Eric is part of Cross Border Wealth, LLC, which operates out of New York, New York. The firm has 2 offices and 6 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Cross Border Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

230 Park Avenue 4Th Floor West
New York, NY 10169

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Cross Border Wealth, LLC Brokerage Details

Total Assets Under Management

$100,048,068

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

6

NY Average: 88
Total Number of Accounts

345

NY Average: 3,892
Average Account Size

$289,994

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Eric Glassbrenner Work History

2021 - Present (3 years)

Cross Border Wealth, LLC

2018 - Present (6 years)

Claraphi Advisory Network

2018 - 2018 (< 1 year)

Brookstone Capital Management

2015 - 2018 (3 years)

Center Street Securities, Inc

2015 - 2018 (3 years)

Center Street Advisors, Inc

2015 - 2018 (3 years)

West Advisory Group

2015 - 2016 (1 year)

Center Street Securities

2014 - 2015 (1 year)

Capital Guardian LLC

2014 - 2015 (1 year)

Capital Guardian

Disclosures

Please visit the SEC profile of Eric Glassbrenner 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 Cross Border Wealth, LLC

Luke Papaelias
New York, NY
Eric Glassbrenner
New York, NY
Fabrice Mercier
New York, NY
Andoni Yturralde
New York, NY
Andrew Scibetta
Pittsburgh, PA

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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