Brian R. Gloria, Mba, Cfp® Email and Phone Number
Brian R. Gloria, Mba, Cfp® work email
- Valid
- Valid
Brian R. Gloria, Mba, Cfp® personal email
Brian R. Gloria, Mba, Cfp® is a Partner, Private Wealth Advisor at Siller & Cohen Family Wealth Advisors at Siller & Cohen Family Wealth Advisors.
Siller & Cohen Family Wealth Advisors
View- Website:
- sillerandcohen.com
- Employees:
- 17
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Partner, Private Wealth AdvisorSiller & Cohen Family Wealth Advisors Jan 2019 - PresentI currently work for Siller & Cohen, a boutique family wealth advisory firm located in Rye Brook, New York. Siller & Cohen specializes in providing comprehensive financial solutions to high-net-worth families, business owners, and institutions.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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Director Of Supervision, Northeast DivisionLincoln Financial Advisors Aug 2017 - Dec 2018 -
Director Of Operations, Northeast DivisionLincoln Financial Advisors Jun 2016 - Jul 2017Greater New York City Area
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Business Operations Manager / Registered PrincipalLincoln Financial Advisors Jan 2013 - May 2016Greater New York City AreaBrian began his career with Lincoln Financial Advisors in 2009. He worked for a local planning group before taking over as Operations Lead in the Metro NY region and became an Operations Registered Principal when the position was created in 2012. As Business Operations Manager, he manages Compliance, Operations and Human Resources for the Metro NY RPO on Long Island and in Westchester County. He also provides compliance support for the Melville, NY and New York City, NY Detached Planning Groups. Brian R. Gloria is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). CRN-1950723-111517.
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Operations Registered PrincipalLincoln Financial Advisors Mar 2011 - Jan 2013Greater New York City AreaProvide Compliance and Operations Support.
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Planner StaffLincoln Financial Advisors Feb 2010 - Mar 2011Greater New York City AreaWorked for Roy Gilbert and Tyler Simmons as a member of The Family Wealth Decisions Group.
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InternLincoln Financial Advisors Aug 2009 - Feb 2010Greater New York City AreaInterned with Roy Gilbert and Tyler Simmons as a member of The Family Wealth Decisions Group.
Brian R. Gloria, Mba, Cfp® Education Details
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Business Administration (Mba) -
Management
Frequently Asked Questions about Brian R. Gloria, Mba, Cfp®
What company does Brian R. Gloria, Mba, Cfp® work for?
Brian R. Gloria, Mba, Cfp® works for Siller & Cohen Family Wealth Advisors
What is Brian R. Gloria, Mba, Cfp®'s role at the current company?
Brian R. Gloria, Mba, Cfp®'s current role is Partner, Private Wealth Advisor at Siller & Cohen Family Wealth Advisors.
What is Brian R. Gloria, Mba, Cfp®'s email address?
Brian R. Gloria, Mba, Cfp®'s email address is br****@****lfg.com
What schools did Brian R. Gloria, Mba, Cfp® attend?
Brian R. Gloria, Mba, Cfp® attended Long Island University, Long Island University.
Who are Brian R. Gloria, Mba, Cfp®'s colleagues?
Brian R. Gloria, Mba, Cfp®'s colleagues are Joshua T. Marriott, Cfp® Cima®, Kurt Williams, Jeffrey S Cohen Cfp™, Alba Mitaj, Gregory J. Thompson, Jd, Cfp(R), Fran Narkaj, Filadelfio Difranco.
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