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GL

Glenda H. Lenox

CASTELLANO WEALTH PLANNING
PLANO, TX
Some features on this profile are disabled
CRD#: 5635114
GL

Professional summary

Glenda Holt Lenox is a registered financial advisor currently at CASTELLANO WEALTH PLANNING located in Plano, Texas.

Glenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Glenda has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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 Glenda Holt Lenox'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®
None

Experience

Current

October 15, 2025 - Present

CASTELLANO WEALTH PLANNING

RIA
CRD#: 338457
PLANO, TX
Past

March 7, 2023 - February 24, 2026

CASTELLANO & ASSOCIATES

RIA
CRD#: 117369
SHREVEPORT, LA
Past

February 18, 2015 - February 23, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Shreveport, LA
Past

February 13, 2015 - February 23, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Shreveport, LA
Past

January 2, 2015 - February 3, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SHREVEPORT, LA
Past

January 2, 2015 - February 3, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SHREVEPORT, LA
Past

March 11, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
SHREVEPORT, LA
Past

February 5, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
SHREVEPORT, LA

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
Louisiana
(10/27/2025)
IAR
Texas
(10/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/2010
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: 12/17/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CASTELLANO WEALTH PLANNING
CASTELLANO WEALTH LLC | CASTELLANO WEALTH PLANNING

CRD#: 338457 / SEC#:

Louisiana
Registered Investment Advisory firm - (10/27/2025 Approved)
Texas
Registered Investment Advisory firm - (10/15/2025 Approved)
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Contact information

Main Address
Plano, TX
Mailing Address
Phone number
(214) 452-9287
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

CASTELLANO WEALTH PLANNING

CRD#: 338457Plano, TX

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