Financial ADVSR advisor directory · SEC adviser records
Glassman Wealth Services, LLC financial advisors in Virginia
Every SEC-registered investment adviser representative at a Glassman Wealth Services, LLC office in Virginia, by city and A to Z.
The short answer
8 registered advisors work at Glassman Wealth Services, LLC in Virginia, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Vienna (6). 7 list the CFP designation and 0 are also registered broker representatives.
Glassman Wealth Services, LLC advisors by city in Virginia
Every firm in Virginia →Glassman Wealth Services, LLC advisors in Virginia, A to Z
Search by name →- Eric S. DunnerVienna · Certified Financial Planner
- Colin M. GerretyVienna · Certified Financial Planner
- Barry S. GlassmanVienna · Certified Financial Planner
- Donald A. Gresh IIIVienna · Certified Financial Planner
- Jhonny A. Merida SotoArlington · Certified Financial Planner
- Travis J. RussellVienna · Certified Financial Planner
- Lindsay G. ShetterlyVienna
- Dana G. SippelVienna · Certified Financial Planner, Personal Financial Specialist
Glassman Wealth Services, LLC advisors in every state →Glassman Wealth Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Glassman Wealth Services, LLC in other states
Questions
How many Glassman Wealth Services, LLC financial advisors are in Virginia?
8 investment adviser representatives are registered at Glassman Wealth Services, LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Glassman Wealth Services, LLC have the most advisors?
Vienna, with 6, then Arlington (1). Glassman Wealth Services, LLC has advisors in 2 cities in Virginia.
How do I check a Glassman Wealth Services, LLC advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Glassman Wealth Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.