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DG

David J. Glassman

PALANTE WEALTH ADVISORS
PENNINGTON, NJ 08534
CRD#: 8147848
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DG
David J GlassmanPALANTE WEALTH ADVISORS

Professional summary

David J Glassman is a registered financial advisor currently at PALANTE WEALTH ADVISORS, LLC located in Pennington, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 David J Glassman'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

August 14, 2025 - Present

PALANTE WEALTH ADVISORS, LLC

Office #1: 230 West Delaware Avenue, Pennington, NJ 08534
RIA
CRD#: 175298
PENNINGTON, NJ

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
(8/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/21/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/27/2024
Securities Industry Essentials Examination

Current Firm

PW
PALANTE WEALTH ADVISORS, LLC
NEW JERSEY | PRIVATE CLIENT CAPITAL GROUP, LLC | PALANTE WEALTH ADVISORS, LLC

CRD#: 175298 / SEC#:

New Jersey
Registered Investment Advisory firm - (3/25/2015 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/30/2015 Approved)
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Contact information

Main Address
230 West Delaware Avenue, Pennington, NJ 08534
Mailing Address
Phone number
(609) 476-9269
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts335
AUM (Assets Under Management)$ 115,500,287

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

PALANTE WEALTH ADVISORS, LLC

CRD#: 175298Pennington, NJ 08534

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