wiseradvisor

Brian Glickman
Brian E Glickman CPA, RFC, PFS

Tel: (941) 922-3772
2975 Bee Ridge Rd Suite C Room 4
Sarasota, FL 34239

Providing tax saving financial & retirement solutions

Brian E Glickman CPA, RFC, PFS | Financial Advisor in Sarasota ,FL

About Brian E Glickman CPA, RFC, PFS

The focus of my practice is working with small business owners and individuals to plan for their retirement using the most tax efficient methods to meet their current and future goals.

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor.

Tax planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with the Investment Center Inc or IC Advisory Services, Inc.

What is your approach to financial planning? Holistic approach through the integration of tax and investment planning to help maximize benefits of investing to potentially reduce tax liabilities.


General Information

Firm Start Year:   1979
Insurance License#:   A098305
Name of Broker/Dealer:   The Investment Center Inc
Name of Custodial Firm:   Pershing
States Licensed in:   AL, AK,FL,HI,LO,MA,MI,MO, NJ, NY, NC,PE,VI
Number of Years with Current Firm:   19
Work Experience:   Licensed as a CPA in August 1977. Operated my own CPA practice since May 1979. Securities and insurance licensed since 1996.
I work with the following types of clients:   Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Annuities, Insurance
I can meet clients in the following ways:   At your home, Via phone, At your office, Via email, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Health, Long Term Care, Variable Annuity, Variable Life, Life
Financial Organization Memberships:   IARFC, American Institute of Certified Public Accountants (AICPA)


Firm Information

Advisor's Number of Planning Clients:   50


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   50,000.00
Compensation Methods:   Based on Assets, Commissions



Faqs

  • What are your qualifications? What is your education background? BBA in Accounting, Masters In Taxation
  • What is your approach to financial planning? Holistic approach through the integration of tax and investing planning to help maximize benifits of investing to reduce tax liabilities
  • What services do you offer? I provide total financial and tax planning
  • How many clients do you currently manage? 100+
  • Will you be the only person working with me? yes
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Disclosures

Brokercheck.FINRA.org


Disclaimer

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor Tax Planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with The Investment Center Inc or IC Advisory Services, Inc

Brian Glickman

Brian Glickman

PFS

My belief is that every client has their own financial goals and prospective on how to reach them. I take great care to understand my clients so that I can provide them with financial solutions that will address their unique needs.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Bradenton Sarasota
Venice