Glassman Wealth Services, LLC

Glassman Wealth Services, LLC (CRD# 151478) is a financial advisory firm headquartered in Vienna, VA. They manage $2,053,022,712 in 2,720 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
https://www.linkedin.com/in/colin-gerrety/
By the Numbers
  • Total Assets Under Management
    2,053
    MILLION
  • Total Number of Accounts
    2,720
    ACCOUNTS
  • Average Account Value
    $754,788
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
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, NY, PA, TX, UT, VA, VT

Financial Advisors at Glassman Wealth Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Eric Dunner, financial advisor Vienna VA
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 14 years of experience in the finance industry.

2
Colin Gerrety, financial advisor Vienna VA
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 9 years of experience in the finance industry.

3
Barry Glassman, financial advisor Vienna VA
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 28 years of experience in the finance industry.

4
Candace Lee, financial advisor Vienna VA
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.

5
David Levitt, financial advisor North Bethesda MD
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.

6
Travis Russell, financial advisor Vienna VA
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 16 years of experience in the finance industry.

7
Lindsay Shetterly, financial advisor Vienna VA
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 19 years of experience in the finance industry.

8
Dana Sippel, financial advisor Vienna VA
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 30 years of experience in the finance industry.

9
Heather Tweedlie, financial advisor Vienna VA
Heather A. Tweedlie
CRD#: 6963623
8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182

Heather Tweedlie (CRD# 6963623) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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