Candace M. Lee

GLASSMAN WEALTH SERVICES

Vienna, VA 22182

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CRD#: 6572714

Professional summary

Candace Marita Lee, CFP® is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.

Candace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Candace 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Candace Marita Lee'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

June 20, 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

October 21, 2015 - July 31, 2017

FJY FINANCIAL

RIA

CRD#: 139347

RESTON, 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

District of Columbia
(4/6/2023)

IAR

Maryland
(7/17/2018)

IAR

Texas
(12/14/2021)

IAR

Virginia
(6/20/2017)

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

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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Candace M. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Candace Marita Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLASSMAN WEALTH SERVICES, LLC

FJY FINANCIAL

Primary Firm SEC Registration

GLASSMAN WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

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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