Brian J. Glenn

PREMIER PATH WEALTH PARTNERS

Madison, NJ 07940

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CRD#: 4815067

Professional summary

Brian James Glenn, CFA, who also goes by Brian J Glenn, is a registered financial advisor currently at PREMIER PATH WEALTH PARTNERS, LLC located in Madison, New Jersey.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian J Glenn

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.

Board of Directors / Director; IEH Corporation; Is the business investment related: No; Location of the business: 140 58th Street 8E Brooklyn NY 11220 USA; Description of the business: IEH Designs and manufacturers HYPERBOLOID connectors used in commercial aerospace, defense, industrial, and medical use. ; Responsibilities and Duties: Governance, oversight, and major decision-making, representing the interests of shareholders or stakeholders.; Start date with business: 2023-10-16; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 10%;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian James Glenn'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

Experience

Current

May 1, 2023 - Present

PREMIER PATH WEALTH PARTNERS, LLC

Office #1: 7 Giralda Farms Suite 190, Madison, NJ 07940

RIA

CRD#: 325300

Madison, NJ

Past

January 15, 2019 - March 12, 2024

OLCOTT SQUARE INVESTMENT PARTNERS, LLC

RIA

CRD#: 299476

BERNARDSVILLE, NJ

Past

November 11, 2004 - June 6, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

PLAINSBORO, NJ

Past

August 26, 2004 - June 6, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

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".

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 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

New Jersey
(5/1/2023)

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: 11/4/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/25/2004

General Securities Representative Examination

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 Approved)

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Contact information

Main Address

7 Giralda Farms Suite 190, Madison, NJ 07940

Mailing Address

Phone number

(973) 671-6530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREMIER PATH WEALTH ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,006
AUM (Assets Under Management)	$ 1,104,979,833

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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Brian J. Glenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PREMIER PATH WEALTH PARTNERS, LLC

OLCOTT SQUARE INVESTMENT PARTNERS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

Primary Firm SEC Registration

PREMIER PATH WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2004

Series 7

Date: 8/25/2004

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER PATH WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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