Glenn R. Carlson

BRANDES INVESTMENT PARTNERS, LP

La Jolla, CA 92037

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CRD#: 2170921

Professional summary

Glenn Richard Carlson, CFA, who also goes by Glenn Carlson, is a registered financial advisor currently at BRANDES INVESTMENT PARTNERS, LP located in La Jolla, California.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Glenn has worked at 1 firm and has passed the Series 65, Series 63 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glenn Carlson

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.

Amagine Lighting & Design; Not investment related; 225 Crossroads Blvd., Suite 310, Carmel, CA 93923; Director; Began August 2017; approx. 2 hours per month; no hours during securities trading hours; Board member of private business owned by family member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Richard Carlson's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

September 6, 1991 - Present

BRANDES INVESTMENT PARTNERS, LP

Office #1: 4275 Executive Sq Ste 1030, La Jolla, CA 92037

RIA

CRD#: 105404

La Jolla, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 Approved)

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

California
(5/1/1996)

IAR

Louisiana
(5/6/2002)

IAR

Texas
(6/6/1996)

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

IAR

Series 65

Date: 8/7/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 7/8/1992

Non-Member General Securities Examination

Current Firm

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 Approved)

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Contact information

Main Address

4275 Executive Square 5th Floor, La Jolla, CA, 92037

Mailing Address

Phone number

(858) 755-0239

Established

Firm type

Fiscal year end

# of Employees

143

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRANDES INVESTMENT PARTNERS, L.P. ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts	10,588
AUM (Assets Under Management)	$ 26,686,881,169

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.

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Glenn R. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Richard Carlson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANDES INVESTMENT PARTNERS, LP

Primary Firm SEC Registration

BRANDES INVESTMENT PARTNERS, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/1991

Series 63

Date: 8/7/1991

Series 2

Date: 7/8/1992

Current Firm

BRANDES INVESTMENT PARTNERS, LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANDES INVESTMENT PARTNERS, LP

TRUST BUT VERIFY

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