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JG

James S. Glanzer

COVIEW CAPITAL
New York, NY 10017
Some features on this profile are disabled
CRD#: 1063726
JG

Professional summary


James Simon Glanzer, who also goes by James Glanzer, is a registered financial professional currently at COVIEW CAPITAL, INC. located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1982. James has worked at 17 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 8, Series 27 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Glanzer

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) - BD


Click below to view James Simon Glanzer's CRS (Customer Relationship Summary).

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


Current

June 3, 2020 - Present

COVIEW CAPITAL, INC.

Office #1: 780 Third Avenue Suite 3104, New York, NY 10017
BD
CRD#: 35842
New York, NY
Past

January 18, 2019 - May 28, 2020

C2M SECURITIES, LLC

BD
CRD#: 38924
RICHMOND, VA
Past

January 3, 2017 - February 9, 2017

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 28, 2011 - January 13, 2015

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

September 30, 2009 - February 17, 2011

CHAPDELAINE TULLETT PREBON, LLC

BD
CRD#: 7017
NEW YORK, NY
Past

October 1, 2007 - September 25, 2009

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

January 14, 2005 - October 11, 2007

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

April 20, 2004 - January 18, 2005

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

August 5, 2003 - March 31, 2004

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

June 27, 2000 - August 4, 2003

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

November 30, 1998 - July 20, 2000

BNP PARIBAS INVESTMENT SERVICES, LLC

BD
CRD#: 44598
MIAMI, FL
Past

November 7, 1997 - January 8, 1999

BNP PARIBAS BROKERAGE SERVICES, INC.

BD
CRD#: 31394
KING OF PRUSSIA, PA
Past

July 22, 1995 - November 4, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

January 28, 1991 - August 29, 1995

MAGDENSBURG SECURITIES CORP.

BD
CRD#: 26942
Past

June 17, 1985 - September 15, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 9, 1983 - May 3, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

September 24, 1982 - November 19, 1982

BROADCHILD SECURITIES CORP.

BD
CRD#: 7702

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/3/2020)
RR
Connecticut
(6/3/2020)
RR
New Jersey
(6/3/2020)
RR
New York
(6/3/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/5/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 12/3/1990
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CC
COVIEW CAPITAL, INC.
COVIEW CAPITAL, INC.

CRD#: 35842 / SEC#: , 8-47081

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
780 Third Avenue Suite 1501, New York, NY 10017
Mailing Address
780 Third Avenue Suite 1501, New York, NY 10017
Phone number
(212) 750-0011
Established
Delaware since 11/10/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
YELLIN, SAMUELPRESIDENT2119284
MOH, KEITH ERICCHIEF COMPLIANCE OFFICER2304325

Disclosures


Regulatory Event2

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


COVIEW CAPITAL, INC.

CRD#: 35842New York, NY 10017

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