Member / Chief Compliance Officer · Glassman Wealth Services, LLC
Barry S. Glassman
CRD 2256244 · Named on Form ADV at one SEC-registered adviser
At a glance
Glassman Wealth Services, LLC, an SEC-registered wealth manager based in Vienna, VA with $2.6 billion in regulatory assets, lists Barry S. Glassman on its Form ADV as Member / Chief Compliance Officer, a control person.
Firms and roles
- Glassman Wealth Services, LLCMember / Chief Compliance OfficerWealth manager · Vienna, VA · $2.6B in regulatory assets
AtlasMembers
Barry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Travis J. RussellMember, Glassman Wealth Services, LLC
- Lindsay G. ShetterlyMember, Glassman Wealth Services, LLC
- Eric S. DunnerMember, Glassman Wealth Services, LLC
- Laura B. CheplakChief Operating Officer, Glassman Wealth Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.