Steven Glass
Shufro, Rose & · New York, New York
Steven Glass is a fee-only financial advisor at Shufro, Rose & in New York, New York. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| SEC registration | Investment adviser representative in CO, CT, FL, NJ, NY, TX · CRD 1756153 |
| Exams passed | Series 63 (1989) · Series 65 (1992) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Steven's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Steven
Is Steven Glass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Glass based?
Steven Glass is based in New York, New York.
Is Steven Glass registered with the SEC?
Yes. Steven Glass is registered as an investment adviser representative in CO, CT, FL, NJ, NY and TX (CRD 1756153), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Steven Glass?
Through Steven's website, www.shufrorose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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