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Gleb Reynlib

Gleb Reynlib

NWF ADVISORY SERVICES | Financial Advisor
MENLO PARK, CA
Some features on this profile are disabled
CRD#: 5484138
Gleb Reynlib

Professional summary

Gleb Reynlib is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Menlo Park, California and OSAIC WEALTH, INC. located in Cameron Park, California.

Gleb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gleb has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 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 Gleb Reynlib'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 2, 2012 - Present

NWF ADVISORY SERVICES INC

RIA
CRD#: 110410
MENLO PARK, CA
Current

February 10, 2012 - Present

OSAIC WEALTH, INC.

Office #1: 3161 Cameron Park Dr Suite 110, Cameron Park, CA 95682
RIA
BD
CRD#: 23131
CAMERON PARK, CA
Past

March 20, 2012 - July 1, 2020

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LOS ANGELES, CA
Past

February 4, 2008 - February 10, 2012

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
SAN JOSE, CA

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".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 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
Arizona
(10/16/2018)
RR
California
(2/10/2012)
IAR
California
(4/2/2012)
RR
Colorado
(1/22/2021)
RR
Connecticut
(1/6/2021)
RR
District of Columbia
(3/13/2024)
RR
Florida
(7/21/2016)
RR
Idaho
(5/5/2021)
RR
Minnesota
(1/17/2019)
RR
Nevada
(5/27/2021)
RR
New Jersey
(1/6/2021)
RR
New York
(1/6/2021)
RR
Oregon
(5/26/2017)
RR
Pennsylvania
(1/13/2026)
RR
Texas
(6/25/2021)
RR
Washington
(5/21/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/12/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/1/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/5/2009
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)
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Contact information

Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts11,979
AUM (Assets Under Management)$ 3,824,876,751

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

NWF ADVISORY SERVICES INC

Financial AdvisorCRD#: 110410Menlo Park, CA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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