Joshua M. Glenn

PRIVATE ADVISORY

Draper, UT 84020

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CRD#: 7525527

Professional summary

Joshua Michael Glenn, who also goes by Joshua Glenn, Joshua M Glenn, is a registered financial advisor currently at PRIVATE ADVISORY located in Draper, Utah.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Glenn | Joshua M 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael 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®

None

Experience

Current

October 24, 2024 - Present

PRIVATE ADVISORY

Office #1: 12459 S 300 E #101, Draper, UT 84020

RIA

CRD#: 170043

Draper, UT

Past

October 24, 2022 - October 11, 2024

PETERSON WEALTH ADVISORS, LLC

RIA

CRD#: 146349

OREM, UT

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".

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 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

Utah
(10/24/2024)

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 65

Date: 10/21/2022

Uniform Investment Adviser Law Examination

Current Firm

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 Approved)

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Contact information

Main Address

16880 Ne 79th Street, Redmond, WA 98052

Mailing Address

Phone number

(425) 498-2320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE ADVISORY GROUP ADV 2A MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,166
AUM (Assets Under Management)	$ 1,316,456,660

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/23/2025	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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Joshua M. Glenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Glenn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISORY

PETERSON WEALTH ADVISORS, LLC

Primary Firm SEC Registration

PRIVATE ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2022

Current Firm

PRIVATE ADVISORY

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRIVATE ADVISORY

TRUST BUT VERIFY

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