Member · Glass Jacobson Wealth Advisors
Dovid Price
CRD 7173006 · Named on Form ADV at one SEC-registered adviser
At a glance
Glass Jacobson Wealth Advisors, an SEC-registered wealth manager based in Owings Mills, MD with $928 million in regulatory assets, lists Dovid Price on its Form ADV as Member.
Firms and roles
- Glass Jacobson Wealth AdvisorsMemberWealth manager · Owings Mills, MD · $928M in regulatory assets
AtlasMembers
Dovid’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
- Locked
- 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.
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dovid’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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 (7)
- Michael W. CohenManaging Member, Glass Jacobson Wealth Advisors
- Edward J. JacobsonManaging Member, Glass Jacobson Wealth Advisors
- Jonathan S. DinkinsManaging Member, Chief Compliance Officer, Glass Jacobson Wealth Advisors
- Bart W ScheffelMember, Glass Jacobson Wealth Advisors
- Steven G. AlbertMember, Glass Jacobson Wealth Advisors
2 more people named with Dovid on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dovid’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.