Glenn S. Freed

FORTRESS WEALTH MANAGEMENT

Culver City, CA 90232

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CRD#: 4483228

Professional summary

Glenn Steven Freed is a registered financial advisor currently at FORTRESS WEALTH MANAGEMENT, INC. located in Culver City, California.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Glenn has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Steven Freed'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

April 1, 2024 - Present

FORTRESS WEALTH MANAGEMENT, INC.

Office #1: 9696 Culver Blvd Suite 301, Culver City, CA 90232

RIA

CRD#: 110279

Culver City, CA

Past

March 14, 2019 - November 15, 2019

FORTRESS WEALTH MANAGEMENT, INC.

RIA

CRD#: 110279

CULVER CITY, CA

Past

April 19, 2018 - December 12, 2018

LOURDMURRAY

RIA

CRD#: 140305

BEVERLY HILLS, CA

Past

August 30, 2011 - April 19, 2016

DISTRIBUTION SERVICES, LLC

CRD#: 25938

PORTLAND, ME

Past

December 9, 2008 - October 7, 2010

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

January 14, 2002 - October 7, 2010

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

FORTRESS WEALTH MANAGEMENT, INC.

FORTRESS RETIREMENT | FORTRESS WEALTH MANAGEMENT, INC. | FORTRESS WEALTH MANAGEMENT INC | FORTRESS RETIREMENT, INC.

CRD#: 110279 / SEC#: 801-113280

RIA

Registered Investment Advisory firm - (5/24/2018 Approved)

California

Registered Investment Advisory firm - (6/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/1/2024)

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 66

Date: 1/31/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2002

General Securities Representative Examination

Current Firm

FORTRESS WEALTH MANAGEMENT, INC.

FORTRESS RETIREMENT | FORTRESS WEALTH MANAGEMENT, INC. | FORTRESS WEALTH MANAGEMENT INC | FORTRESS RETIREMENT, INC.

CRD#: 110279 / SEC#: 801-113280

RIA

Registered Investment Advisory firm - (5/24/2018 Approved)

California

Registered Investment Advisory firm - (6/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2018 Terminated)

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Contact information

Main Address

9696 Culver Blvd Suite 301, Culver City, CA 90232

Mailing Address

Phone number

(310) 899-0606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS WEALTH MANAGEMENT, INC. BROCHURE PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	688
AUM (Assets Under Management)	$ 269,288,511

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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Advisor Monitoring

Firm Stability Insights

Glenn S. Freed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Steven Freed's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS WEALTH MANAGEMENT, INC.

LOURDMURRAY

DISTRIBUTION SERVICES, LLC

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

FORTRESS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2006

SIE

Date: 4/19/2016

Series 7

Date: 1/11/2002

Current Firm

FORTRESS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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