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MG

Maurice M. Glazer

GFN CAPITAL MANAGEMENT
RICHARDSON, TX 75080
Some features on this profile are disabled
CRD#: 1241206
MG

Professional summary


Maurice Myron Glazer, who also goes by Morey Myron Glazer, Morey Glazer, is a registered financial advisor currently at GFN CAPITAL MANAGEMENT located in Richardson, Texas.

Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Maurice has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Morey Myron Glazer | Morey Glazer

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.
1) DBA: GLAZER FINANCIAL NETWORK, LLC - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240, MAIN COMPANY FOR MARKETING, COLLECT FEES FOR ACCOUNT AND PENSION ADMINISTRATION, CEO, 55% OF TIME SPENT. 2) FIXED INSURANCE SALES - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240; FIXED INSURANCE; NON INVESTMENT RELATED; CEO; MANAGE; 10% OF TIME SPENT 3) THE PENSION SPECIALIST, INC. - A DIVISION OF GLAZER FINANCIAL NETWORK, CEO, MARKETS FOR PENSION ADMINISTRATION, OWNER, 0% OF TIME SPENT, COMPENSATED THROUGH GLAZER FINANCIAL NETWORK. 4) SEARCH INITIATIVES, INC. - 25240 HANCOCK AVENUE, SUITE 410, MURRIETA, CA 92562; LEAD GENERATION COMPANY; NON-INVESTMENT; CONSULTANT/INVESTOR; CONSULTING; 2-3 HOURS PER WEEK 5) RECOVERY HEALTH INITIATIVES, INC. - 25240 HANCOCK AVENUE, SUITE 410, MURRIETA, CA 92562; DRUG AND ALCOHOL ABUSE CENTERS; NON-INVESTMENT RELATED; CFO/OWNER; ACCOUNTING, TAXES; LESS THAN 1% OF TIME SPENT 4) DOCTORS RESOURCE SERVICE - A DIVISION OF GLAZER FINANCIAL NETWORK, CEO, MARKETS TO DOCTORS, MARKETING, 5% OF TIME SPENT, $0 COMPENSATION. 5) GLAZER PROPERTY & CASUALTY - A DIVISION OF GLAZER FINANCIAL NETWORK, CEO/OWNER, PROPERTY & CASUALTY COMPANY, 0% OF TIME SPENT, $0 COMPENSATION. 6) GLAZER & ASSOCIATES - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240, CEO, COLLECT FEES FOR INVESTMENTS, MANAGE AND OVERSEE INVESTMENT, 17% OF TIME SPENT. 7) GLAZER CAPITAL MANAGEMENT DBA GFN CAPITAL MANAGEMENT - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240, MARKETS AND COLLECTS FEES FOR RIA BUSINESS, CEO, MANAGEMENT AND SALES, 5% OF TIME SPENT. 8) M & C GLAZER FAMILY LIMITED PARTNERSHIP - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240, MANAGING PARTNER, FAMILY INVESTMENTS, LESS THAN 1% OF TIME SPENT. 9) M & C GLAZER MANAGEMENT, INC. - 13747 MONTFORT DRIVE #350, DALLAS, TX 75240, GENERAL PARTNER OF M & C GLAZER FAMILY LIMITED PARTNERSHIP, PRESIDENT, LESS THAN 1% OF TIME SPENT. 10) JAZONI TECHNOLOGIES, LLC - 13747 MONTFORT DR #350 DALLAS, TX 75240; SOFTWARE SECURITY; NON INVESTMENT RELATED; MEMBER; FINANCE; 6% OF TIME SPENT 11) RECOVERY HEALTH INITIATIVES, INC. - 25240 HANCOCK AVENUE SUITE 410, MURRIETA, CA 92562; DRUG AND ALCOHOL ABUSE CENTERS; NON-INVESTMENT REALTED; EXECUTIVE VICE PRESIDENT; ACCOUTING AND TAXES; .5% OF TIME SPENT

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CRS (Client Relationship Summary) - RIA


Click below to view Maurice Myron Glazer'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

August 1, 2006 - Present

GFN CAPITAL MANAGEMENT

Office #1: 300 N. Coit Road, Suite 1300, Richardson, TX 75080
RIA
CRD#: 139403
RICHARDSON, TX
Past

February 13, 2007 - December 31, 2019

KOVACK SECURITIES INC.

BD
CRD#: 44848
DALLAS, TX
Past

May 23, 2006 - March 7, 2007

THOMAS GROUP CAPITAL

BD
CRD#: 112901
DALLAS, TX
Past

December 3, 2002 - June 16, 2006

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
DALLAS, TX
Past

November 18, 2002 - June 16, 2006

FSC SECURITIES CORPORATION

BD
CRD#: 7461
DALLAS, TX
Past

October 24, 1994 - November 18, 2002

IFG ADVISORY SERVICES INC

RIA
CRD#: 105316
DALLAS, TX
Past

December 4, 1992 - November 18, 2002

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

January 2, 1991 - December 31, 1992

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

July 16, 1986 - November 26, 1990

CARNEGIE SECURITIES CORPORATION

BD
CRD#: 14871
Past

March 15, 1984 - July 1, 1986

OSAIC FS, INC.

BD
CRD#: 3870

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/1/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GC
GFN CAPITAL MANAGEMENT
GFN CAPITAL MANAGEMENT | GLAZER CAPITAL MANAGEMENT, LLC | GLAZER CAPITAL

CRD#: 139403 / SEC#:

Arkansas
Registered Investment Advisory firm - (11/9/2011 Terminated)
Texas
Registered Investment Advisory firm - (5/30/2006 Approved)
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Contact information


Main Address
300 N. Coit Road, Suite 1300, Richardson, TX 75080
Mailing Address
Phone number
(972) 385-0007
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts367
AUM (Assets Under Management)$ 107,075,931

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


GFN CAPITAL MANAGEMENT

CRD#: 139403Richardson, TX 75080

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Contact information


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