Glassman Wealth Services, LLC

Glassman Wealth Services, LLC (CRD# 151478) is a financial advisory firm headquartered in Vienna, VA. They manage $1,454,471,398 in 1,904 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,454
    MILLION
  • Total Number of Accounts
    1,904
    ACCOUNTS
  • Average Account Value
    $763,903
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
  • 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, NC, NH, NY, PA, TX, UT, VA, VT

Financial Advisors at Glassman Wealth Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Sean Beznicki
CRD#: 7003471
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Sean Beznicki (CRD# 7003471) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has 1 year of experience in the finance industry.

2
Eric S. Dunner
CRD#: 5658103
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Eric Dunner (CRD# 5658103) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 11 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.

3
Colin M. Gerrety
CRD#: 6231172
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Colin Gerrety (CRD# 6231172) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 5 years of experience in the finance industry. Colin Gerrety 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
Barry S. Glassman
CRD#: 2256244
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Barry Glassman (CRD# 2256244) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 25 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.

5
Candace M. Lee
CRD#: 6572714
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Candace Lee (CRD# 6572714) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has 1 year of experience in the finance industry. Candace Lee 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
David D. Levitt
CRD#: 6766886
Pike & Rose, 11810 Grand Park Ave #500, North Bethesda, MD 20852

David Levitt (CRD# 6766886) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in North Bethesda, MD and has 1 year of experience in the finance industry. David Levitt 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.

7
Travis J. Russell
CRD#: 5110417
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Travis Russell (CRD# 5110417) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 12 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.

8
Lindsay G. Shetterly
CRD#: 4812468
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Lindsay Shetterly (CRD# 4812468) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 16 years of experience in the finance industry.

9
Dana G. Sippel
CRD#: 2441591
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Dana Sippel (CRD# 2441591) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 26 years of experience in the finance industry. Dana Sippel 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.

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