Patrick F. Mcnamara

GLASSMAN WEALTH SERVICES

Vienna, VA 22182

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CRD#: 7301902

Professional summary

Patrick Francis Mcnamara is a registered financial advisor currently at GLASSMAN WEALTH SERVICES, LLC located in Vienna, Virginia.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

1. NAME: CAMPBELL WEALTH MANAGEMENT; INV RELATED; YES; ADDRESS 330 JOHN CARLYLE ST, SUITE 400, ALEXANDRIA, VA 22314; NATURE: RIA EMPLOYEE: POSTITION: REGISTERED SALES ASSISTANT; START DATE 03/16/2022; HOURS/MONTH; 160; TRADING HOURS/MONTH; 160; DUTIES AMINISTRATIVE AND CLIENT SERVICE ASSOCIATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Francis Mcnamara'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®

None

Experience

Current

February 6, 2024 - Present

GLASSMAN WEALTH SERVICES, LLC

Office #1: 8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182Office #2: 11810 Grand Park Ave #500, North Bethesda, MD 20852

RIA

CRD#: 151478

Vienna, VA

Past

October 26, 2022 - January 18, 2024

PATHSTONE

RIA

CRD#: 151736

POTOMAC, MD

Past

May 4, 2022 - May 24, 2022

CAMPBELL WEALTH MANAGEMENT, INC.

RIA

CRD#: 152956

ALEXANDRIA, VA

Past

March 17, 2022 - May 23, 2022

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Alexandria, VA

Past

December 21, 2021 - March 11, 2022

PARK AVENUE SECURITIES LLC

CRD#: 46173

CHEVY CHASE, 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".

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
(2/6/2024)

IAR

Texas
(11/6/2024)

IAR

Virginia
(2/6/2024)

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 66

Date: 4/13/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/14/2021

Securities Industry Essentials 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

Patrick F. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Francis Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHSTONE

CAMPBELL WEALTH MANAGEMENT, INC.

MADISON AVENUE SECURITIES, LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

GLASSMAN WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/13/2022

Series 7TO

Date: 12/21/2021

SIE

Date: 10/14/2021

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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