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GLASSMAN WEALTH SERVICES, LLC
GLASSMAN WEALTH SERVICES, LLC
VIENNA, Virginia
·
5 registered advisors
·
CRD# 151478
SEC# 801-70562
11
703-534-4444
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GLASSMAN WEALTH SERVICES, LLC
5 registered advisors
Barry Scott Glassman
VIENNA, Virginia
CRD# 2256244
Eric Scott Dunner
VIENNA, Virginia
CRD# 5658103
Gabriel Joseph Mulller
VIENNA, Virginia
CRD# 6625422
Lindsay Garland Shetterly
VIENNA, Virginia
CRD# 4812468
Travis Jacob Russell
VIENNA, Virginia
CRD# 5110417
05
Office Locations
VIENNA, Virginia
5 advisors
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Data sourced from SEC Form ADV filings. GLASSMAN WEALTH SERVICES, LLC (CRD# 151478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.