Robert GlassCRD Number: 5347326
Current Firm: Edelman Financial Services, LLC
Robert Glass (CRD# 5347326) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Ef Legacy Securities, LLC||Fairfax, VA||Apr 2016 - Current||1|
|Edelman Financial Services, LLC||Fairfax, VA||Jun 2015 - Current||1|
|Sanders Morris Harris Inc.||Houston, TX||Sep 2014 - Current||2|
|Icma Retirement Corporation||Washington, DC||Jan 2013 - Aug 2014||1|
|Walter Reed||Bethesda, MD||May 2012 - Dec 2012||< 1|
|Unemployed||Alexandria, VA||Apr 2011 - May 2012||1|
|Sierra At Tahoe||Twin Bridges, CA||Mar 2011 - Apr 2011||< 1|
|Wells Fargo Advisors, LLC||South Lake Tahoe, CA||Jan 2011 - Apr 2011||< 1|
|Wells Fargo Investments, LLC||South Lake Tahoe, CA||May 2010 - Apr 2011||< 1|
|Wells Fargo Bank||South Lake Tahoe, CA||Apr 2009 - Apr 2011||2|
|Nylife Securities LLC||Reno, NV||Jul 2008 - Mar 2009||< 1|
|New York Life Insurance Company||Reno, NV||Dec 2007 - Mar 2009||1|
|Marriot International||So Lake Tahoe, CA||Oct 2007 - Mar 2008||< 1|
|Unemployed||Reno, NV||Jul 2007 - Oct 2007||< 1|
|Morgan Stanley & Company,inc.||Stateline, NV||May 2007 - Jul 2007||< 1|
|E-trade Financial||Arlington, VA||Jul 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2015|
Total Assets Under Management14,880MILLIONS
Total Number of Accounts69,807ACCOUNTS
Average Account Value$213,159
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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