Colin GerretyCRD Number: 6231172
Current Firm: Glassman Wealth Services, LLC
Colin Gerrety (CRD# 6231172) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Glassman Wealth Services, LLC||Vienna, VA||Mar 2015 - Current||1|
|Fortigent/lpl Financial||Rockville, MD||Jul 2013 - Mar 2015||1|
|Vanderbilt Unversity||Nashville, TN||Aug 2009 - May 2013||3|
|Sifma||New York, NY||Jun 2012 - Aug 2012||< 1|
|Jones Lang Lasalle||Washington, DC||Jun 2011 - Aug 2011||< 1|
|Gonzaga College High School||Washington, DC||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management790MILLIONS
Total Number of Accounts1,466ACCOUNTS
Average Account Value$538,947
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, DC, FL, MA, MD, NH, NY, VA
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