Financial advisor
Glen Sher
Now at Ameriprise Independent Advisors · Sher Jeshiva Group · Melville, NY · Naples, FL
Registered as GLEN SCOT SHER · Glen Scot Sher
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Sher Jeshiva Group | Wells Fargo Advisors | Ameriprise Independent Advisors | Breakaway | July 17, 2026 | $470M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | June 5, 2026 | Current |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | June 5, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | May 9, 2014 | June 29, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | May 9, 2014 | June 29, 2026 |
| MORGAN STANLEY | Investment adviser | June 1, 2009 | May 19, 2014 |
| MORGAN STANLEY | Broker-dealer | June 1, 2009 | May 19, 2014 |
| MORGAN STANLEY & CO. INCORPORATED | Investment adviser | July 23, 2007 | June 1, 2009 |
| MORGAN STANLEY & CO. INCORPORATED | Broker-dealer | April 2, 2007 | June 1, 2009 |
| MORGAN STANLEY DW INC. | Broker-dealer | November 18, 2005 | April 2, 2007 |
| ADVEST, INC. | Broker-dealer | April 15, 1996 | December 12, 2005 |
| SMITH BARNEY INC. | Broker-dealer | March 14, 1994 | April 22, 1996 |
| PAINEWEBBER INCORPORATED | Broker-dealer | September 25, 1991 | March 22, 1994 |
| DEAN WITTER REYNOLDS INC. | Broker-dealer | March 20, 1989 | October 3, 1991 |
| J F LOWE & COMPANY INCORPORATED | Broker-dealer | December 8, 1988 | March 14, 1989 |
| GREENTREE SECURITIES CORP. | Broker-dealer | October 26, 1988 | December 13, 1988 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.