Adviser and broker representative · Capital Analysts
Glenn S. Allan
CRD 2355947 · Amherst, MA
At a glance
Glenn S. Allan is an investment adviser representative with Capital Analysts in Amherst, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Glenn’s SEC record dates to 2012, about 14 years ago. Glenn is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Capital AnalystsSince June 2012Amherst, MA · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Glenn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.