Brian
Glatz
Capital Wealth Management, LLC
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About this Advisor
Brian Glatz is a financial advisor based in West Warwick, Rhode Island, working with Capital Wealth Management, LLC. Brian has previously held positions at Capital Wealth Management, LLC and Triad Advisors, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island and Texas. Currently, Brian is part of Capital Wealth Management, LLC, which operates out of West Warwick, Rhode Island. The firm has 1 office and 17 employees. The firm manages assets totaling $858.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Capital Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Wealth Management, LLC Brokerage Details
$858,037,632
17
601
$1,427,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Glatz Work History
Capital Wealth Management, LLC
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of Brian Glatz 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 Capital Wealth Management, LLC
West Warwick, RI
West Warwick, RI
West Warwick, RI
West Warwick, RI
West Warwick, RI
West Warwick, RI
West Warwick, RI
West Warwick, RI
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