David Wise Glossinger
Professional Summary
David Wise Glossinger, who also goes by Dave Glossinger, was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1978 - 2018. David had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 2 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Glossinger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
48 years in the financial services industry
Current & Past Employments
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Current Firm
ZENITH ADVISORY GROUP, LLC
Contact Information
Main Address
10554 Success Lane Suite G, Centerville, OH 45458Phone Number
(937) 312-8171# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
139AUM (Assets Under Management)
$65,319,326Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1994About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Nov 1991Series 1 — Registered Representative Examination
Passed Jul 1978Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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