Glad M Kurian

CIMA, Consulting Group, Vice President, Financial Advisor, Senior Investment Management Consultant

Contact Me
Glad M Kurian

MY MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

My Story and Services

Welcome

Morgan Stanley serves many of the world’s most sophisticated investors and is one of the world's leading managers of personal wealth. I have experience with the distinctive challenges, styles and strategies that distinguish wealthy investors. I work with high net worth individuals, families and mid-market institutions - Foundations, Endowments, Pension Plans and Corporations in the areas of asset management and financial advisory services.

Experience:
Investment Management for individuals, families and corporate institutions - Endowments, Foundations, Taft-Hartley Plans, Retirement and Pension plans.

I offer a broad scope of investment vehicles including traditional long-only Separately Managed Accounts in Equity, Fixed Income and Cash Management; Alternative Investments including Hedge Strategies, Private Equity, Hedge Fund of Funds, Single Manager and Multiple Manager Strategies; Structured Investments; Mutual Funds; Liquid Alternative Funds; Private Placement Funds; Registered and Non-Registered Funds.  Experienced in assisting Founders, Key Executives and Corporate Officers in handling of restricted stock transactions under SEC Rule 144.

For Ultra High Net Worth investors and select Institutional investors, I will be glad to facilitate introductions to appropriate dedicated investment team(s) in the firm's Graystone Consulting and/or Private Wealth Management divisions. 

Strategy & Philosophy:
A well written Investment Policy Statement is key to defining a client's goals, objectives and time line for investing.  An understanding of risk and reward is imperative.  I focus on professional investment management whereby I help clients select professional money managers to help drive the strategy outlined in their statement of goals and objectives, or via an Investment Policy Statement. For the simple or the sophisticated investor, I follow a disciplined process of understanding a client's risk appetite and short and long term goals.

FL Life, Health & Variable Annuities Licensed

Access to Private Banking >

Services Include

  • Alternative Investments
  • Asset Management
  • Cash Management
  • Corporate Bonds
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Institutional Services
  • Lending Products
  • Philanthropic Services
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Structured Products
  • Trust Accounts
  • Wealth Consulting
  • Wealth Management
  • 529 Plans

Securities Agent: CA, CT, FL, GA, IL, KY, NY, TX; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1368450


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Awards

Awards

  • Orlando Magazine Select Wealth Managers Award for Highest in Service & Overall Satisfaction May 2012 and March 2015
  • Volunteer Recognition Award for Leadership Service since 1996, Brevard Indo-American Medical & Dental Assoc, Melbourne, FL April 2012
  • Distinguished Service Award, Central Florida Assoc of Physicians from the Indian Subcontinent, Orlando, FL March 2012
  • Certificate of Special Congressional Recognition April 2013 and November 2015, presented by Honorable Congressman Bill Posey, Florida's Eighth District

Education

Education

  • Master of Business Administration, 1990 Florida Institute of Technology Melbourne, FL
  • Certified Investment Management Analyst, 2008
  • Wharton Executive Institute University of Pennsylvania Pittsburgh, PA
  • Series 7, 63, 65 & 31 Licensed

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Glad M Kurian today.

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