Glassman Wealth Services, LLC

Glassman Wealth Services, LLC (CRD# 151478) is a financial advisory firm headquartered in Vienna, VA. They manage $790,096,278 in 1,466 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $538,947
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NH, NY, VA

Financial Advisors at Glassman Wealth Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Eric S. Dunner
CRD#: 5658103
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
96
Wealthminder
score

Eric Dunner (CRD# 5658103) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 8 years of experience in the finance industry. Eric Dunner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barry S. Glassman
CRD#: 2256244
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
96
Wealthminder
score

Barry Glassman (CRD# 2256244) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 22 years of experience in the finance industry. Barry Glassman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Travis J. Russell
CRD#: 5110417
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
96
Wealthminder
score

Travis Russell (CRD# 5110417) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry. Travis Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lindsay E. Garland
CRD#: 4812468
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
93
Wealthminder
score

Lindsay Garland (CRD# 4812468) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 13 years of experience in the finance industry.

5
Christine C. Damico
CRD#: 6426743
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
90
Wealthminder
score

Christine Damico (CRD# 6426743) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has 1 year of experience in the finance industry. Christine Damico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Colin M. Gerrety
CRD#: 6231172
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
88
Wealthminder
score

Colin Gerrety (CRD# 6231172) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.