Robert Glass, financial advisor Fairfax VA
93 score

Robert Glass

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Robert H. Glass
Phone Number: 703-818-0800
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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