Unclaimed Profile

Eric Scott Dunner

GLASSMAN WEALTH SERVICES, LLC·VIENNA, Virginia

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record17 years registeredGLASSMAN WEALTH SERVICES, LLC

8000 TOWERS CRESCENT DRIVE, VIENNA, VA 22182CRD# 5658103Firm CRD# 151478

Profile Verification

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

Identity

Eric Scott Dunner · VIENNA, VA

Registration

CRD #5658103 · GLASSMAN WEALTH SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

GLASSMAN WEALTH SERVICES, LLC

Apr 2015 – present

SIGNATOR INVESTORS, INC.

Jan 2012 – Mar 2015

VIENNA, VA

WELLS FARGO ADVISORS, LLC

Jun 2009 – Oct 2011

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 16, 2009

Years registered · 17

Professional designation · CFP

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 Eric Scott Dunner offer?

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

What are Eric Scott Dunner's credentials?

Eric Scott Dunner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Scott Dunner located?

Eric Scott Dunner 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 Eric Scott Dunner charge for services?

Eric Scott Dunner'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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