Glassman Wealth Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 151478
- SEC number
- 801-70562
- Firm type
- RIA
- Assets under management
- $2.6B as of Apr 21, 2026
- Website
- www.facebook.com/GLASSMANWEALTH ↗
- Phone
- 703-534-4444
- Address
- 8000 Towers Crescent Drive, Vienna, VA, 22182
Advisors at this firm
14 in our index · page 1 of 1
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Eric Scott DunnerCRD 5658103 · Vienna, VAIA Registered
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Maxwell Rader ElsasserCRD 8187253 · Vienna, VAIA Registered
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Colin Michael GerretyCRD 6231172 · Vienna, VAIA Registered
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Barry Scott GlassmanCRD 2256244 · Vienna, VAIA Registered
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Donald Allen GreshCRD 6353581 · Vienna, VAIA Registered
-
Candace Marita LeeCRD 6572714 · Vienna, VAIA Registered
-
David Dechiara LevittCRD 6766886 · Vienna, VAIA Registered
-
Matthew Conley McnallyCRD 8242439 · Vienna, VAIA Registered
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Patrick Francis McnamaraCRD 7301902 · Vienna, VAIA RegisteredRegistration inactive
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Jhonny Antenor Merida SotoCRD 7918862 · Vienna, VAIA Registered
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Travis Jacob RussellCRD 5110417 · Vienna, VAIA Registered
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Dana George SippelCRD 2441591 · Vienna, VAIA Registered
-
Lindsay Garland ShetterlyCRD 4812468 · Vienna, VAIA Registered
-
Jennifer StewartCRD 7687802 · Vienna, VAIA Registered
1–14 of 14
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 151478 ↗
FINRA BrokerCheck record for firm CRD 151478 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.