Eric S. Dunner

GLASSMAN WEALTH SERVICES

Vienna, VA 22182

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CRD#: 5658103

Professional summary

Eric Scott Dunner, CFP®, who also goes by Eric Dunner, is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Dunner

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.

INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI , SFP DIRECT, 8607 WESTWOOD CTR DR, VIENNA VA, BROKERAGE , START OF RELATIONSHIP: DEC 1, 2011 , APPROXIMATE # OF HOURS PER MONTH: 10, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 5.... INSURANCE BROKER: HEALTH AND GROUP BENEFITS , FOSTER THOMAS, ANNAPOLIS, MD, BROKERAGE , START OF RELATIONSHIP: DEC 1, 2011, APPROXIMATE # OF HOURS PER MONTH: 5, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 5....

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott Dunner'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: 2013

Experience

Current

April 14, 2015 - 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

January 12, 2012 - March 30, 2015

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

VIENNA, VA

Past

November 4, 2011 - March 30, 2015

SIGNATOR INVESTORS, INC.

CRD#: 468

VIENNA, VA

Past

June 16, 2009 - October 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

May 19, 2009 - October 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

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

Texas
(11/8/2023)

IAR

Virginia
(4/14/2015)

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

IAR

Series 65

Date: 6/15/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/29/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2009

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Eric S. Dunner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott Dunner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

GLASSMAN WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2009

Series 63

Date: 5/29/2009

SIE

Date: 3/30/2015

Series 7

Date: 3/18/2011

Series 6

Date: 5/18/2009

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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