Eric Glassbrenner has been an investment adviser representative at Cross Border Wealth since October 2021, and is not listed among the firm’s executive officers or direct owners.
Cross Border Wealth, LLC is a New York, NY firm with $222M under management, 531 clients and 7 advisers across 3 offices, as of its April 2026 filing.
Eric Glassbrenner is a Senior International Investment Advisor at Cross Border Wealth, based in the firm's Pittsburgh office. He focuses on U.K. pension management for U.S. residents and on research and recovery of lost U.K. pensions. He has held the role since 2021 and has over 30 years of experience in financial services, including retail sales, institutional sales, project management, new business development and fintech.
Eric Glassbrenner’s longest registration is the current one, 5 years at Cross Border Wealth since 2021. Before joining Cross Border Wealth in 2021, Eric Glassbrenner was registered through Claraphi Advisory Network, LLC and Brookstone Capital Management LLC.
- Cross Border Wealth, LLCCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 288330
- Claraphi Advisory Network, LLC– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 165868
- Brookstone Capital Management LLC– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 141413
- Center Street Advisors, Inc.– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 169329
- Capital Guardian Wealth Management, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 131631
- H. Beck, Inc.– · 1 yearWexford, PA · Adviser representative · Firm CRD 1763
- Lyons Wealth Management– · 3 yearsPittsburgh, PA · Adviser representative · Firm CRD 150581
- Eagle Strategies LLC– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 110826
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Eric Glassbrenner is registered as an investment adviser representative in Pennsylvania, since November 2021.
- PennsylvaniaSince 16 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 November 2003 |
| Series 7 | General Securities Representative Examination | 30 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Eric James Glassbrenner
- CRD
- 4160645
- Firm
- Cross Border Wealth · CRD 288330
- Office
- 230 PARK AVENUE, 4TH FLOOR WEST, New York, NY 10169
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Eric Glassbrenner work?
Eric Glassbrenner is an investment adviser representative registered through Cross Border Wealth, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Eric Glassbrenner a financial advisor?
Yes. Eric Glassbrenner has a current investment-adviser registration in Pennsylvania, through Cross Border Wealth since October 2021.
How many years of experience does Eric Glassbrenner have?
Eric Glassbrenner has 18 years in the financial industry, since July 2008, across 9 adviser firms.
What exams has Eric Glassbrenner passed?
Eric Glassbrenner has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in December 2000. FINRA credited Eric Glassbrenner with the SIE, which began in October 2018.
Where did Eric Glassbrenner work before Cross Border Wealth?
Before Cross Border Wealth, Eric Glassbrenner was registered through Brookstone Capital Management LLC, July 2018 to December 2018; Center Street Advisors, Inc., June 2015 to February 2018; Capital Guardian Wealth Management, LLC, March 2014 to June 2015; H. Beck, Inc., May 2012 to September 2013; Lyons Wealth Management, February 2011 to April 2014; Eagle Strategies LLC, April 2006 to November 2008; Merrill Lynch Pierce Fenner & Smith Inc., December 2003 to May 2004.
Where is Eric Glassbrenner based?
Eric Glassbrenner’s registered office is in New York, NY.
Is Eric Glassbrenner registered with FINRA?
No. Eric Glassbrenner has no current broker registration.
How can I verify Eric Glassbrenner’s record?
Search CRD 4160645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Glassbrenner’s full registration record.