Glen A. Beigel
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.
Glen Alan Beigel, who also goes by Glenn Alan Beigel, was a registered financial professional .
Glen is a previously registered financial professional and started their career in finance in 1985. Glen had worked at 9 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 14, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2025 - December 31, 2025
MERAKI GLOBAL ADVISORS LLC
October 25, 2024 - December 31, 2024
DALZELL TRADING, LLC
May 18, 2009 - August 30, 2011
ODEON CAPITAL GROUP LLC
July 14, 2000 - December 31, 2024
COGENT ALTERNATIVE STRATEGIES, INC.
July 22, 1999 - July 20, 2000
DOMINARI SECURITIES LLC
June 10, 1994 - January 6, 1999
BROOKE SECURITIES, INC.
February 6, 1992 - April 12, 1994
BURNHAM SECURITIES INC.
September 10, 1987 - March 20, 1990
DREXEL BURNHAM LAMBERT INCORPORATED
July 23, 1985 - July 30, 1986
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
MERAKI GLOBAL ADVISORS LLC
CRD#: 297930 / SEC#: , 8-70160
Contact information
FINRA licenses (6 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SVMP HOLDINGS LLC | DIRECT OWNER | |
| PEKE HOLDINGS LLC | DIRECT OWNER | |
| ARNOLD, BENJAMIN RICHARD | FOUNDER & MANAGING PARTNER | 4997870 |
| CARTER, ANA R | FINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 4424794 |
| KIM, CHRISTINA CAROLINE | EXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER | 7891414 |
| KURTIS, SCOTT ROBERT | CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER | 4437685 |
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.
