Travis J. Russell
Professional summary
Travis Jacob Russell, CFP®, who also goes by Travis Russell, is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Travis has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Travis Jacob Russell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
September 22, 2011 - 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 20852April 28, 2008 - August 16, 2011
CONVERGENT WEALTH ADVISORS, LLC
Primary Firm SEC Registration
GLASSMAN WEALTH SERVICES, LLC
CRD#: 151478 / SEC#: 801-70562
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/17/2023)
(7/17/2018)
(12/21/2022)
(11/19/2020)
(9/22/2011)
Current Firm
GLASSMAN WEALTH SERVICES, LLC
CRD#: 151478 / SEC#: 801-70562
Contact information
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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