Glenn T. Klupsak
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.
Glenn Thomas Klupsak MR, who also goes by Glenn Thomas Klupsak, was a registered financial professional .
Glenn is a previously registered financial professional and started their career in finance in 2003. Glenn had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2013 - April 25, 2018
BEACON BAY ASSET MANAGEMENT LLC
May 30, 2003 - December 31, 2012
TAHOE PARTNERS ASSET MANAGEMENT
State Registrations and Notice Filings
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Current Firm
BEACON BAY ASSET MANAGEMENT LLC
CRD#: 142207 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 26,600,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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