Barry S. Glassman
GLASSMAN WEALTH SERVICES | President
Vienna, VA 22182
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CRD#: 2256244
Professional summary
Barry Scott Glassman, CFP® is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Barry has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Barry Glassman is the founder and president of Glassman Wealth Services®, LLC. His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth.
Families who work with our firm know first-hand why Barry Glassman was named the 2018 Financial Advisor of the Year by the Financial Planning Association of the National Capital Area.
A Fee-Only Financial Advisery firm, at Glassman Wealth we put our clients’ interests first. Period. Whether you’re looking for investment strategies designed to help you meet your goals, or require more comprehensive financial planning, we are here to help you effectively manage your family’s wealth.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Philanthropic services
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Scott Glassman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
September 17, 2009 - Present
GLASSMAN WEALTH SERVICES, LLC
Office #1: 8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182Office #2: Pike & Rose 11810 Grand Park Ave #500, North Bethesda, MD 20852RIA
CRD#: 151478
Vienna, VA
Past
June 25, 1996 - September 2, 2009
CASSADAY & CO INC
RIA
CRD#: 106566
MCLEAN, VA
Past
August 22, 1995 - September 4, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
MCLEAN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GLASSMAN WEALTH SERVICES, LLC
GLASSMAN WEALTH SERVICES, LLC | TGG FAMILY WEALTH MANAGEMENT, LLC
CRD#: 151478 / SEC#: 801-70562
RIA
Registered Investment Advisory firm - (9/17/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(2/21/2024)
IAR
Maryland(7/17/2018)
IAR
Virginia(9/17/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
GW
GLASSMAN WEALTH SERVICES, LLC
GLASSMAN WEALTH SERVICES, LLC | TGG FAMILY WEALTH MANAGEMENT, LLC
CRD#: 151478 / SEC#: 801-70562
RIA
Registered Investment Advisory firm - (9/17/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182
Mailing Address
Phone number
(703) 534-4444
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,839 |
| AUM (Assets Under Management) | $ 2,194,308,982 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2025 | ||
| 11/27/2023 | ||
| 12/22/2022 |
Red Flags
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Company Information
GLASSMAN WEALTH SERVICES, LLC
PresidentCRD#: 151478Vienna, VA 22182TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
