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Lawrence M. Glazer

MAYFLOWER ADVISORS
BOSTON, MA 02110
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CRD#: 4001703
LG

Professional summary


Lawrence Michael Glazer, who also goes by Larry Glazer, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts and PRIVATE CLIENT SERVICES, LLC located in Boston, Massachusetts.

Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Lawrence has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Larry 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) Mr. Glazer is dually registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Glazer has served as an investment advisor representative for Mayflower and a registered representative with PCS since 08/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Glazer's time is for services as an investment advisor representative and the balance as a registered representative. (2) 2JG LLC. Investment Related. 84 Mandalay Rd, Newton, MA. Entity for passive investing in private securities and real estate. 1 hour per month/during securities trading hours. Duties relating to the business are limited to passive investing and are minimal. (3) American Retirement Association. Not Investment Related. 4401 Fairfax Drive, #600, Arlington, VA, 22203. Industry association providing continuing education and legislative & regulatory information. Board member, Ex-Oficio Member, Member of Nominating Committee. 1 hour per month/during securities trading hours. Governance of industry association and stay abreast of industry trends and important issues affecting industry. (4) Newton Democratic Committe Ward 7. 84 Mandalay Rd, Newton, MA 02459. Non-profit. Newton MA Democratic Committee. Committe Member. 1 hr/mo; 0 during trading hrs. (5) Temple Emanuel Brotherhood-Moderator. 385 Ward Street, Newton, MA. Brotherhood organizes events for the temple. Moderate a breakfast with guest speakers as part of the Temple's Brotherhood. 5 hrs/mo; 0 during trading hrs.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lawrence Michael Glazer'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®
None

Experience


Current

October 14, 2020 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110
RIA
CRD#: 307857
BOSTON, MA
Current

August 21, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 265 Franklin St Suite 401, Boston, MA 02110Office #2: Riverside Center 275 Grove Street Suite 2-400, Newton, MA, 02466
RIA
BD
CRD#: 120222
BOSTON, MA
Past

September 1, 2010 - August 24, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BOSTON, MA
Past

February 15, 2006 - December 31, 2009

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BOSTON, MA
Past

November 18, 2005 - August 24, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BOSTON, MA
Past

August 6, 2002 - December 13, 2005

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

November 16, 1999 - August 22, 2002

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY

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".
MA
MAYFLOWER ADVISORS
MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA
Registered Investment Advisory firm - (4/3/2020 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.
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
(8/21/2020)
RR
Colorado
(8/21/2020)
RR
Connecticut
(8/21/2020)
RR
District of Columbia
(8/21/2020)
RR
Florida
(8/21/2020)
RR
Indiana
(8/21/2020)
RR
Kentucky
(8/21/2020)
RR
Maine
(8/21/2020)
RR
Maryland
(8/21/2020)
RR
Massachusetts
(8/21/2020)
IAR
Massachusetts
(10/14/2020)
RR
Nevada
(8/21/2020)
RR
New Hampshire
(8/27/2020)
RR
New Jersey
(8/21/2020)
RR
New York
(8/21/2020)
RR
North Carolina
(8/21/2020)
RR
Oregon
(8/21/2020)
RR
Rhode Island
(8/21/2020)
RR
South Carolina
(8/21/2020)
RR
Virginia
(8/21/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/25/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MAYFLOWER ADVISORS
MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA
Registered Investment Advisory firm - (4/3/2020 Approved)
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Contact information


Main Address
265 Franklin Street Suite 401, Boston, MA 02110
Mailing Address
Phone number
(617) 259-1767
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (28 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management


Total Number of Accounts2,482
AUM (Assets Under Management)$ 4,779,428,058

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


MAYFLOWER ADVISORS

CRD#: 307857Boston, MA 02110

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