Our Story

With over 50 years of combined experience in wealth management, our goal is to deliver planning and investment advice to clients through a partnership that requires their commitment to providing information, but leans heavily on us to offer peace of mind. We partner with clients to alleviate their concerns by creating a roadmap toward their financial and life goals. We work closely with private clients to help families, individuals and small business owners with their financial planning, investment strategies and diversification of concentrated stocks, as well as institutional clients to help organizations maximize their assets and bolster their employees’ 401k, financial benefits and wealth education.

The clients we work with are incredibly diverse, and our process is tailored to each. So, while the approach is specific, it’s execution depends entirely on the client. For those desiring a certain level of control, we step back and observe where we can add value; for others who exhibit less of a hands-on mentality, we step in and take the lead.

We look forward to meeting you and seeing how we can help you accomplish your goals.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Corporate Retirement Plans3
  • Estate Planning Strategies4
  • Executive Financial Services5
  • Financial Planning6
  • Lending Products
  • Philanthropic Services
  • Planning for Education Funding7
  • Professional Portfolio Management8
  • Retirement Planning9
  • Stock Option Plans10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Approach

We work with clients to structure and implement strategies through a proprietary process that includes:

• Discovery—understanding what the client needs through deep conversation and relationship building.
• Roadmap—outlining the client’s priorities as it applies to all their life-goals, including those that fall outside of investment management.
• Research—understanding how the resources of Morgan Stanley—a leading global firm— as well as outside research can help clients toward these goals.
• Planning—developing and executing a sound financial strategy based on clients’ needs, current asset allocation, risk tolerance, future goals including education and retirement, and other contributing factors.
• Managing—constantly monitoring and managing clients’ discretionary accounts in accordance with changing market conditions as well as their changing needs.
• Checking in—keeping clients up to date through regular reviews and applying changes as necessary to accommodate their needs and shifts in priority. This often involves looking into the future and planning now for how to involve the next generation.

    Our Platform

    Morgan Stanley is #1 among all firms in investment advisory assets under management. Our clients can benefit from the scope and scale of resources in evaluating and selecting investments that only an industry leader can provide.

      Location

      1400 Page Mill Road
      Palo Alto, CA 94304
      US
      Direct:
      (650) 496-4279(650) 496-4279
      Toll-Free:
      (800) 388-4930(800) 388-4930
      30 Burton Hills Blvd
      Suite 250
      Nashville, TN 37215
      US

      Meet The Glaze Siddiqi Group

      About Me

      Experience:
      Mr. Glaze has nearly 40 years of experience in the securities industry, most recently as President of Glaze Capital Management Inc. an Independent Financial Advisory firm. Mr. Glaze was First Vice President and Senior Portfolio Manager with Prudential Securities and an Associate Vice President at Kidder Peabody, specializing in individual client investment management.

      Education:
      Bachelor of Arts Middle Tennessee State University
      Master of Science George Peabody College, Vanderbilt University
      Graduate, Prudential Securities Senior Portfolio Manager Advanced Studies Program

      Awards And Community:
      Former President of the Peninsula Stock and Bond Club
      Founding Member of the Los Altos Community Foundation
      Former President of the Los Altos Rotary Endowment Fund
      Former Director on the Community Board of Heritage Bank of Commerce
      Los Altos Business Man of the Year 2006
      Securities Agent: TX, TN, CA, WA, VA, OH, NY, NV, MT, LA, FL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1368842

      About Me

      Atif Siddiqi has been working in financial services for almost 20 years with experience in divesting concentrated stock positions into more diversified portfolios, specifically for clients who hold concentrated positions through stock option plans. In addition to investment advice, Atif provides private clients with overall financial planning advice to help them structure and implement strategies to meet their financial goals, as well as for institutional clients to help organizations maximize their assets and bolster their employees’ 401k, financial benefits and wealth education.

      As a Portfolio Management Director, Atif is certified to manage portfolios on a discretionary basis (on a fee basis) through the Morgan Stanley Portfolio Management Program. In addition to working with individuals and families, Atif and his team members manage investments for many foundations and endowment funds, and are well-versed in the intricacies of working with boards or groups to manage investments.

      Prior to his current role, Atif began his career in Morgan Stanley’s Corporate Services Center as a Trader and Restricted Security Specialist focusing on corporate services, ESOP, ESPP, 401k and retirement & financial planning.

      Atif graduated with a BA Honors in International Management from Middlesex University in London, England. He has been married for 13 years, and has 3 beautiful children who are very active in sports, so he spends a lot of time coaching and traveling with his family—they have visited over 15 countries. A thrill seeker, Atif also enjoys skydiving, dirt biking and snowboarding.
      Securities Agent: TX, CA, WA, VA, TN, OR, OH, NY, NV, NJ, MT, LA, IL, ID, CO; General Securities Representative; Investment Advisor Representative
      NMLS#: 1274541

      About Me

      Norma oversees all the operational aspects of the team. She helps new clients transition into the practice, services all client accounts and is often the primary point of contact for clients’ day-to-day administrative needs. Norma independently develops and implements procedures to best meet the logistical and direct needs of clients and team members.

      Norma has been in the investment services business since 1998. She is a Bay Area native and she enjoys the beach and being with her husband, Giovanni, their four children and their dog. Her greatest joy is spending time with her family.
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

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      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

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      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

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      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

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      Ready to start a conversation? Contact The Glaze Siddiqi Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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