Brian Glas

NOBLE FAMILY WEALTH

CLEARWATER, FL 33763

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CRD#: 4689488

Professional summary

Brian Glas, CFA, CPWA®, who also goes by Brian D. Glas, is a registered financial advisor currently at NOBLE FAMILY WEALTH located in Clearwater, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian D. Glas

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 Brian Glas'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

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-02-02

Expire date: 2025-01-31

Experience

Current

June 29, 2021 - Present

NOBLE FAMILY WEALTH

Office #1: 2475 Enterprise Rd., Clearwater, FL 33763

RIA

CRD#: 315152

CLEARWATER, FL

Past

February 2, 2011 - November 20, 2013

BOSTON ASSET MANAGEMENT, INC.

RIA

CRD#: 112768

CLEARWATER, FL

Past

November 22, 2006 - December 8, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WESLEY CHAPEL, FL

Past

November 21, 2006 - December 8, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WESLEY CHAPEL, FL

Past

February 21, 2006 - December 1, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

ST. PETERSBURG, FL

Past

February 17, 2006 - December 1, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

ST. PETERSBURG, FL

Past

October 27, 2003 - February 24, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ST. PETERSBURG, FL

Past

August 29, 2003 - February 24, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ST. PETERSBURG, FL

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".

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 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

Florida
(6/30/2021)

IAR

Texas
(6/29/2021)

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: 9/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/27/2003

General Securities Representative Examination

Current Firm

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

2475 Enterprise Rd., Clearwater, FL 33763

Mailing Address

Phone number

(727) 674-1462

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOBLE FAMILY WEALTH BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	426
AUM (Assets Under Management)	$ 400,587,021

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
01/03/2023	Cover Page	Report

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

Brian Glas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Glas's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON ASSET MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

NOBLE FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2003

Series 7

Date: 8/27/2003

Current Firm

NOBLE FAMILY WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NOBLE FAMILY WEALTH

TRUST BUT VERIFY

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