AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SG

Stephen H. Gluck

Some features on this profile are disabled
CRD#: 1024790
SG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Hugh Gluck JR, who also goes by Stephen Hugh Gluck, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1981. Stephen had worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen Hugh Gluck

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 24, 2013 - June 18, 2015

THE VERTICAL GROUP

BD
CRD#: 104353
RED BANK, NJ
Past

October 27, 2011 - April 22, 2013

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
NEW YORK, NY
Past

April 30, 2010 - November 8, 2011

ELEVATION, LLC

BD
CRD#: 140341
NEW YORK, NY
Past

June 4, 2004 - March 9, 2010

LEDGEMONT CAPITAL MARKETS LLC

BD
CRD#: 119340
NEW YORK, NY
Past

August 7, 1992 - May 25, 2004

MONNESS CRESPI HARDT & CO., INC.

BD
CRD#: 7424
NEW YORK, NY
Past

March 13, 1991 - June 30, 1992

VANDHAM SECURITIES CORP.

BD
CRD#: 26258
PARK RIDGE, NJ
Past

August 17, 1990 - March 4, 1991

GLOBAL CAPITAL SECURITIES, INC.

BD
CRD#: 13358
Past

September 27, 1989 - March 17, 1990

GEEK SECURITIES, INC.

BD
CRD#: 14834
BOCA RATON, FL
Past

June 5, 1989 - June 20, 1989

STARR SECURITIES, INC.

BD
CRD#: 13336
Past

July 8, 1988 - August 3, 1988

SACKS INVESTMENT COMPANY, INC.

BD
CRD#: 16377
Past

December 24, 1981 - July 2, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/21/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TV
THE VERTICAL GROUP
ATWOOD, MARKS & COMPANY, INC | THE VERTICAL TRADING GROUP, LLC | THE VERTICAL GROUP, INC. | THE VERTICAL GROUP

CRD#: 104353 / SEC#: , 8-52814

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
130 Maple Avenue Building 5, Ph, Red Bank, NJ 07701
Mailing Address
99 Wall Street Suite 2280, New York, NY 10005
Phone number
(212) 918-1202
Established
New York since 08/11/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RAS HOLDINGS, LLCPARENT COMPANY
MARTIN, THOMAS DOMINICKFINOP, GSP (12/2003), CCO (3/2016)2363939
SCHAFFER, ROBERT ANDREWCEO, EXECUTIVE REPRESENTATIVE, GSP (12/2003)2743384

Disclosures


Regulatory Event13

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE VERTICAL GROUP

CRD#: 104353

TRUST BUT VERIFY

Monitor Stephen Gluck

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics