GA
Glenn P. Arnold
STRATEGIC ADVISERS | Financial Advisor
SUTTON, MA
Some features on this profile are disabled
CRD#: 4670661
GA
Glenn P. ArnoldSTRATEGIC ADVISERS
Professional summary
Glenn P. Arnold, CFP®, who also goes by Glenn Arnold, Glenn Patrick Arnold, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sutton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Glenn has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Services Offered
Education Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning
Insurance Planning
Investment Planning
Retirement Planning
Estate Planning
Aliases
Glenn Arnold | Glenn Patrick Arnold
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.
CRS (Client Relationship Summary) - RIA
Click below to view Glenn P. Arnold'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®
CFP®
Start date: 2017
Experience
Current
September 22, 2026 - Present
STRATEGIC ADVISERS LLC
Office #2: 900 Salem Street, Smithfield, RI 02917RIA
CRD#: 104555
SUTTON, MA
Current
September 10, 2026 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
SMITHFIELD, RI
Past
December 10, 2025 - March 18, 2026
SEQUOIA FINANCIAL GROUP, L.L.C.
RIA
CRD#: 117756
Burlington, MA
Past
April 18, 2022 - August 20, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Uxbridge, MA
Past
April 18, 2022 - August 20, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Uxbridge, MA
Past
November 17, 2016 - April 18, 2022
TRIAD ADVISORS LLC
RIA
CRD#: 25803
UXBRIDGE, MA
Past
November 16, 2016 - April 18, 2022
TRIAD ADVISORS LLC
BD
CRD#: 25803
UXBRIDGE, MA
Past
February 20, 2013 - November 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WORCESTER, MA
Past
February 4, 2013 - November 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WORCESTER, MA
Past
August 5, 2003 - January 6, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(9/10/2026)
RR
Alaska(9/10/2026)
RR
Arizona(9/10/2026)
RR
Arkansas(9/10/2026)
RR
California(9/10/2026)
RR
Colorado(9/10/2026)
RR
Connecticut(9/10/2026)
RR
Delaware(9/10/2026)
RR
District of Columbia(9/10/2026)
RR
Florida(9/10/2026)
RR
Georgia(9/10/2026)
RR
Hawaii(9/10/2026)
RR
Idaho(9/10/2026)
RR
Illinois(9/10/2026)
RR
Indiana(9/10/2026)
RR
Iowa(9/10/2026)
RR
Kansas(9/10/2026)
RR
Kentucky(9/10/2026)
RR
Louisiana(9/10/2026)
RR
Maine(9/10/2026)
RR
Maryland(9/10/2026)
RR
Massachusetts(9/10/2026)
RR
Michigan(9/10/2026)
RR
Minnesota(9/10/2026)
RR
Mississippi(9/10/2026)
RR
Missouri(9/10/2026)
RR
Montana(9/10/2026)
RR
Nebraska(9/10/2026)
RR
Nevada(9/10/2026)
RR
New Hampshire(9/10/2026)
RR
New Jersey(9/10/2026)
RR
New Mexico(9/10/2026)
RR
New York(9/10/2026)
RR
North Carolina(9/10/2026)
RR
North Dakota(9/10/2026)
RR
Ohio(9/11/2026)
RR
Oklahoma(9/10/2026)
RR
Oregon(9/10/2026)
RR
Pennsylvania(9/10/2026)
RR
Puerto Rico(9/10/2026)
RR
Rhode Island(9/10/2026)
IAR
Rhode Island(9/22/2026)
RR
South Carolina(9/10/2026)
RR
South Dakota(9/10/2026)
RR
Tennessee(9/10/2026)
RR
Texas(9/10/2026)
IAR
Texas(9/22/2026)
RR
Utah(9/10/2026)
RR
Vermont(9/10/2026)
RR
Virginia(9/10/2026)
RR
Washington(9/10/2026)
RR
West Virginia(9/10/2026)
RR
Wisconsin(9/10/2026)
RR
Wyoming(9/10/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Loading...
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
17,112
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,973,512 |
| AUM (Assets Under Management) | $ 1,370,125,325,211 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial AdvisorCRD#: 104555Sutton, MATRUST BUT VERIFY
Monitor Glenn Arnold
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
