Glassy Mountain Advisors, Inc.

Glassy Mountain Advisors, Inc. (CRD# 314937) is a financial advisory firm headquartered in Bethesda, MD. They manage $278,031,103 in 305 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814
https://www.glassymountainadvisors.com
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $911,577
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, DC, FL, MD, NC, NY, VA

Financial Advisors at Glassy Mountain Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Ross Smyth, financial advisor Bethesda MD
Ross J. Smyth
CRD#: 1881818
7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814

Ross Smyth (CRD# 1881818) is an Investment Advisor Representative working at Glassy Mountain Advisors, Inc. in Bethesda, MD and has over 20 years of experience in the finance industry.

2
Brian Hawthorne-Codato, financial advisor Bethesda MD
Brian Hawthorne-Codato
CRD#: 7423133
7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814

Brian Hawthorne-Codato (CRD# 7423133) is an Investment Advisor Representative working at Glassy Mountain Advisors, Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

3
William McCaffrey, financial advisor Raleigh NC
William K. McCaffrey
CRD#: 7437599
Raleigh, NC

William McCaffrey (CRD# 7437599) is an Investment Advisor Representative working at Glassy Mountain Advisors, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

4
Michael McIntyre, financial advisor Bethesda MD
Michael McIntyre
CRD#: 6740607
7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814

Michael McIntyre (CRD# 6740607) is an Investment Advisor Representative working at Glassy Mountain Advisors, Inc. in Bethesda, MD and has 1 year 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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