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Christopher Glover

Advisor at Cerebrum Financial Services, LLC

Updated today

Firm

Cerebrum Financial Services, LLC

Location

Devon, PA

Credentials

Series 63, Series 65, Series 66

Industry experience

20 years

About

Christopher Glover is the principal of Cerebrum Financial Services, LLC, an independent registered investment adviser based in Devon, PA. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to founding Cerebrum Financial Services in 2013, he worked at TradingBlock from 2016 to 2018. Outside of his advisory role, he is involved in business consulting through Cerebrum Strategic Advisors. Cerebrum Financial Services serves a small client base including individual, high net worth, and institutional clients by recommending third-party money managers and providing financial consulting and non-discretionary portfolio services. The firm does not directly manage assets but monitors third-party managers and offers advice on risk assessment and retirement rollover decisions.

Client services

Based on Cerebrum Financial Services, LLC

Financial planning Selection of other advisers

Expertise

Based on Cerebrum Financial Services, LLC

General retirement planning

Fee options

Other

Account minimum: No minimum explicitly stated; firm notes generally no minimum but reserves right to terminate accounts deemed too small to manage effectively

Location

Devon, PA

Most active in

Pennsylvania

Work history

TradingBlock

2016 - 2018 (2 years)

Cerebrum Financial Services, LLC

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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