Adviser and broker representative · Cetera Investment Advisers LLC
Glenna J. Durwin
CRD 6256422 · Rochester, NY
At a glance
Glenna J. Durwin is an investment adviser representative with Cetera Investment Advisers LLC in Rochester, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Glenna’s SEC record dates to 2022, about 4 years ago. Glenna is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Cetera Investment Advisers LLCSince September 2025Rochester, NY · $257B in regulatory assets
- Davie Kaplan Wealth Care Advisors, LLCSince November 2022Rochester, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Glenna’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
- 1 firmLocked
- 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.