Glenn B. Fischer

FISCHER WEALTH ADVISORS

Alexandria, VA

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CRD#: 1852876

Professional summary

Glenn Barton Fischer is a registered financial advisor currently at FISCHER WEALTH ADVISORS, LLC located in Alexandria, Virginia.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Glenn has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Glenn Fischer Agency; investment related: Yes; Location of the business: 6076 Franconia RD, Ste B, Alexandria VA 22310; Description of the business: Insurance agency; Position Title: Manager/Producer; Responsibilities Duties: Provide insurance for home, auto, umbrella, special events, business, surety bonds; Start date with business: 2020-04-20; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5. 2. FISCHER FAMILY OFFICE SERVICES, LLC, INV-RELATED, ALEXANDRIA, VA. START 11/03/08; HOURS: 20 PER MONTH - 0 DURING TRADING; DUTIES: PROPERTY MANAGEMENT; COLLECT RENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Barton Fischer'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

September 15, 2015 - Present

FISCHER WEALTH ADVISORS, LLC

RIA

CRD#: 281113

Alexandria, VA

Past

May 31, 2013 - August 12, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ALEXANDRIA, VA

Past

May 31, 2013 - August 12, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ALEXANDRIA, VA

Past

June 1, 2009 - June 26, 2013

MORGAN STANLEY

RIA

CRD#: 149777

ALEXANDRIA, VA

Past

June 1, 2009 - June 26, 2013

MORGAN STANLEY

CRD#: 149777

ALEXANDRIA, VA

Past

April 14, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ALEXANDRIA, VA

Past

April 14, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ALEXANDRIA, VA

Past

November 22, 2002 - January 8, 2004

PRO-GROUP INTERNATIONAL, INC. (PGI)

RIA

CRD#: 114882

AUSTIN, TX

Past

January 24, 1989 - January 30, 1998

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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

Virginia
(9/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/26/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/21/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/31/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/13/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1993

General Securities Principal Examination

Current Firm

FISCHER WEALTH ADVISORS, LLC

FISCHER WEALTH ADVISORS | FISCHER WEALTH ADVISORS, LLC

CRD#: 281113 / SEC#:

Virginia

Registered Investment Advisory firm - (9/15/2015 Approved)

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Contact information

Main Address

Alexandria, VA

Mailing Address

7709 Island Creek Ct.,, Alexandria, VA 22315

Phone number

(703) 520-1555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 28,468,930

Red Flags

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

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Glenn B. Fischer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Barton Fischer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PRO-GROUP INTERNATIONAL, INC. (PGI)

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/2005

Series 65

Date: 11/21/2002

SIE

Date: 8/12/2015

Series 31

Date: 5/31/2011

Series 7

Date: 4/13/2005

Series 24

Date: 9/2/1993

Current Firm

FISCHER WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FISCHER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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