Nicholas
Glenn

Charles Schwab Investment Management, Inc

CRD#5066315
Investment Advisor
in Raleigh, NC

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About this Advisor

Nicholas Glenn is a financial advisor based in Raleigh, North Carolina, working with Charles Schwab Investment Management, Inc. Nicholas has previously held positions at T. Rowe Price Investment Services, Inc and Charles Schwab & Co., Inc. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Nicholas is part of Charles Schwab Investment Management, Inc, which operates out of Raleigh, North Carolina. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

434 Fayetteville St 13Th Floor
Raleigh, NC 27601

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$1,098,805,397,188

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

857

NC Average: 43
Total Number of Accounts

304,509

NC Average: 3,727
Average Account Size

$3,608,450

NC Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nicholas Glenn Work History

2014 - Present (11 years)

Charles Schwab & Co., Inc

2008 - 2014 (6 years)

T. Rowe Price Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Glenn 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 Charles Schwab Investment Management, Inc

Daniel Griffith
San Francisco, CA
Jesse Renda
San Francisco, CA
Stephen Mcculloch
Lone Tree, CO
Catherine Weigel
San Francisco, CA
Trevor Durham
San Francisco, CA
Brian Dixon
San Francisco, CA
Michael Morin
San Francisco, CA
Connor Jacobs
Lone Tree, CO

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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