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Glenn Wyatt Wyatt Arthurs

Advisor at UBS Financial Services — Placida, FL

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Placida, FL

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,326

Across 990 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Glenn Wyatt Arthurs is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a co-owner of Camp Pathfinder, a boys’ summer camp, where he oversees a full-time professional staff. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Placida, FL

Placida FL

Advisors at this office

1

Most active in

Florida · New York · Texas

Work history

43 years of industry experience

UBS Financial Services

2015 - Present • 11 years

Buffalo, NY

Morgan Stanley

2009 - 2011 • 2 years

Buffalo, NY

Citigroup Global Markets

1993 - 2009 • 16 years

Buffalo, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jason V

Series 66

Port Charlotte, FL

Stirlingshire Investments

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Retirement income strategy Active portfolio management Income planning Annuities Early retirement planning Approaching retirement

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Founder/Business Owner Gen X (Born 1965-1980)
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Jean M

Series 63, Series 65

Venice, FL

Jean Pierre Masse

Jean Masse is the sole advisor at Jean Pierre Masse, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. The firm primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning and portfolio management with an emphasis on fundamental business analysis and conservative asset allocation. It operates on a fee-only basis with a small client roster to provide personalized attention.

General retirement planning General tax planning General estate planning guidance
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC in Port Charlotte, FL, holding a Series 65 designation with 14 years of industry experience. He has worked at Elm Tree Capital Management since 2010 and at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, especially those approaching or in retirement. The firm provides discretionary portfolio management and focused credit-analysis services, using a blend of fixed-income credit discipline and valuation-conscious equity analysis within a relative-value framework.

General retirement planning Income planning Concentrated stock management Approaching retirement
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Jeffrey K

ChFC®, Series 66

Englewood, FL

JK PWA LLC

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

Active portfolio management Tax-loss harvesting
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Christopher K

CFA®

Port Charlotte, FL

R.W. Roge & Company, Inc

Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.

Wealth management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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