Unclaimed Profile

Lindsay Garland Shetterly

GLASSMAN WEALTH SERVICES, LLC·VIENNA, Virginia

Series 65Clean record21 years registeredGLASSMAN WEALTH SERVICES, LLC

8000 TOWERS CRESCENT DRIVE, VIENNA, VA 22182CRD# 4812468Firm CRD# 151478

Profile Verification

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

Identity

Lindsay Garland Shetterly · VIENNA, VA

Registration

CRD #4812468 · GLASSMAN WEALTH SERVICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

GLASSMAN WEALTH SERVICES, LLC

Aug 2014 – present

HIGHLINE WEALTH MANAGEMENT, LLC

Jan 2009 – Jul 2014

ROCKVILLE, MD

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Jan 2009

ROCKVILLE, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Aug 2004 – May 2007

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2004

Years registered · 21

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 Lindsay Garland Shetterly offer?

Lindsay Garland Shetterly specializes in Financial Planning, Investment Management. Contact their office in VIENNA, Virginia for a consultation.

What are Lindsay Garland Shetterly's credentials?

Lindsay Garland Shetterly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Garland Shetterly located?

Lindsay Garland Shetterly 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 Lindsay Garland Shetterly charge for services?

Lindsay Garland Shetterly'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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