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Advisors / Massachusetts / Danvers
26yrs

Brian Glavin

Financial advisor at Robert W. Baird & Co.

Brian Glavin is a fiduciary financial advisor in Danvers, Massachusetts, with 26 years in the industry. Brian joined Robert W. Baird & Co. in 2025, after two years at Janney Montgomery Scott and ten years at Riverfront Investment Group. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.

One of 170 advisors with offices in Danvers, and one of 155 fiduciaries.

Danvers, MA 01923Top 25% by experience nationwideFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office222 Rosewood Dr. Suite 520, Danvers, MA 01923
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state

Services through Robert W. Baird & Co.

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jan 2025 – now
  2. 2022 – 2025
  3. 2012 – 2022
    Riverfront Investment Group, LLCPreviously
  4. 2009 – 2012
  5. Mar 2008 – Jul 2009
  6. 2005 – 2008
    Placemark Investments, Inc.Previously
  7. Jun 2004 – Jul 2005
    Amundi Asset Management US, Inc.Previously

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Brian

How do I contact Brian?

Call Robert W. Baird & Co. at (414) 765-3500 and ask for Brian Glavin. Brian works from the Danvers, MA office.

How long has Brian been a financial advisor?

Brian has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.

What licenses does Brian hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Brian a fiduciary?

Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brian paid?

Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Brian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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