MG
Marianna Glazov
WEST FINANCIAL SERVICES
Rockville, MD 20850
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CRD#: 7547831
MG
Professional summary
Marianna Glazov is a registered financial advisor currently at WEST FINANCIAL SERVICES, INC. located in Rockville, Maryland.
Marianna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marianna has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marianna Glazov'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
May 24, 2022 - Present
WEST FINANCIAL SERVICES, INC.
Office #1: 14941 Shady Grove Road, Rockville, MD 20850RIA
CRD#: 137497
Rockville, 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".
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
CRD#: 137497 / SEC#: 801-64834
RIA
Registered Investment Advisory firm - (10/3/2005 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(2/21/2025)
IAR
Virginia(5/24/2022)
Exams
Current Firm
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
CRD#: 137497 / SEC#: 801-64834
RIA
Registered Investment Advisory firm - (10/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102
Mailing Address
Phone number
(703) 847-2500
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,636 |
| AUM (Assets Under Management) | $ 2,574,623,952 |
Red Flags
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