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Glenn R

Series 63, Series 65

Bayshore, NY

&PARTNERS

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 50 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Clearing, with a brief tenure at Oppenheimer. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and offers advisory services through both in-house and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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