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Lindsay Garland Shetterly

GLASSMAN WEALTH SERVICES, LLC·VIENNA, Virginia
Clean recordGLASSMAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lindsay Garland Shetterly is a registered financial advisor based in VIENNA, Virginia, affiliated with GLASSMAN WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GLASSMAN WEALTH SERVICES, LLC
GLASSMAN WEALTH SERVICES, LLC
AUM
$2.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at GLASSMAN WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4812468
Firm CRD# 151478
View on FINRA BrokerCheck →

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05

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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Other Advisors at GLASSMAN WEALTH SERVICES, LLC

Gabriel Joseph Mulller
VIENNA, VA
Barry Scott Glassman
VIENNA, VA
Eric Scott Dunner
VIENNA, VA
Travis Jacob Russell
VIENNA, VA

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Research
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