SW
Steven C. Weisman
GLASS JACOBSON WEALTH ADVISORS
Rockville, MD 20850
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CRD#: 4490506
SW
Professional summary
Steven Charles Weisman is a registered financial advisor currently at GLASS JACOBSON WEALTH ADVISORS located in Rockville, Maryland.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 2 firms .
Question & Answer
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.
Certified Public Accountant offering income tax preparation and accounting services. WA CPAs, LLC 11760 Owens Glen Way N. Potmac, MD 20878 The CPA practice is not investment related. Mr. Weisman is a Partner/Owner in WA CPAs, LLC. Mr. Weisman will serve as an investment advisor with Glass Jacobson Investment Advisors, LLC. effective October 1, 2021. Mr. Weisman anticipates spending 75% of his time towards serving his tax and accounting clients in WA CPAs, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Charles Weisman'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®
NoneExperience
Current
October 1, 2021 - Present
GLASS JACOBSON WEALTH ADVISORS
Office #1: 800 King Farm Blvd. Suite 500, Rockville, MD 20850RIA
CRD#: 120141
Rockville, MD
Past
January 19, 1999 - October 1, 2021
TEAM FINANCIAL PLANNING,INC.
RIA
CRD#: 118576
NORTH POTOMAC, MD
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".
GJ
GLASS JACOBSON WEALTH ADVISORS
GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC
CRD#: 120141 / SEC#: 801-62867
RIA
Registered Investment Advisory firm - (3/12/2004 Approved)Maryland
Registered Investment Advisory firm - (4/1/2004 Terminated)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(10/1/2021)
Exams
Current Firm
GJ
GLASS JACOBSON WEALTH ADVISORS
GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC
CRD#: 120141 / SEC#: 801-62867
RIA
Registered Investment Advisory firm - (3/12/2004 Approved)Maryland
Registered Investment Advisory firm - (4/1/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117
Mailing Address
702 King Farm Blvd Suite 610, Rockville, MD 20850
Phone number
(410) 356-1000
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,651 |
| AUM (Assets Under Management) | $ 904,069,809 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/16/2025 | ||
| 01/02/2024 | ||
| 01/23/2023 |
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.
