Dana G. Sippel

GLASSMAN WEALTH SERVICES

Vienna, VA 22182

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CRD#: 2441591

Professional summary

Dana George Sippel, CFP®, who also goes by Dana Sippel, is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Dana has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dana Sippel

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana George Sippel's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1990

Experience

Current

April 21, 2017 - 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 20852

RIA

CRD#: 151478

Vienna, VA

Past

July 17, 2009 - April 5, 2017

WEST FINANCIAL SERVICES, INC.

RIA

CRD#: 137497

MCLEAN, VA

Past

December 21, 2006 - March 5, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

CHEVY CHASE, MD

Past

November 30, 2006 - March 5, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

CHEVY CHASE, MD

Past

January 16, 2002 - December 4, 2006

SBSB FINANCIAL ADVISORS

RIA

CRD#: 109732

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".

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

Maryland
(7/17/2018)

IAR

Virginia
(4/21/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/29/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/28/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/2006

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLASSMAN WEALTH SERVICES, LLC DISCLOSURE BROCHURE (3/28/2025)

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	Cover Page	Report
11/27/2023	Cover Page	Report
12/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dana G. Sippel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana George Sippel's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST FINANCIAL SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

SBSB FINANCIAL ADVISORS

Primary Firm SEC Registration

GLASSMAN WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/2007

Series 65

Date: 12/28/1993

Series 7

Date: 12/20/2006

Current Firm

GLASSMAN WEALTH SERVICES, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLASSMAN WEALTH SERVICES, LLC

TRUST BUT VERIFY

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