DR
Daniel Richard Glaser
CRD 2750930
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Charter Capital Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Charter Capital Management, Llc
Vice President, Shareholder · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗