Unclaimed Profile

Barry Scott Glassman

GLASSMAN WEALTH SERVICES, LLC·VIENNA, Virginia

Series 7, Series 63, Series 65Clean record30 years registeredGLASSMAN WEALTH SERVICES, LLC

8000 TOWERS CRESCENT DRIVE, VIENNA, VA 22182CRD# 2256244Firm CRD# 151478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Scott Glassman · VIENNA, VA

Registration

CRD #2256244 · GLASSMAN WEALTH SERVICES, LLC · 30 years registered

Brand Profile

Not yet started

Career History

GLASSMAN WEALTH SERVICES, LLC

Sep 2009 – present

CASSADAY & CO INC

Jun 1996 – Sep 2009

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLASSMAN WEALTH SERVICES, LLC

CRD 151478 · SEC 801-70562

AUM

$2.1B

Regulatory assets under management

Employees

2,720 client accounts

Services offered by GLASSMAN WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLASSMAN WEALTH SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Barry Scott Glassman offer?

Barry Scott Glassman specializes in Financial Planning, Investment Management. Contact their office in VIENNA, Virginia for a consultation.

What are Barry Scott Glassman's credentials?

Barry Scott Glassman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Scott Glassman located?

Barry Scott Glassman is based in VIENNA, Virginia, working with GLASSMAN WEALTH SERVICES, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Barry Scott Glassman charge for services?

Barry Scott Glassman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLASSMAN WEALTH SERVICES, LLC?

GLASSMAN WEALTH SERVICES, LLC has approximately 18 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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