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Andrew Stuart Wohlberg

Glass Jacobson Wealth Advisors

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About Andrew Stuart Wohlberg

Andrew Wohlberg is a registered investment advisor representative with Glass Jacobson Wealth Advisors. Andrew has been in the industry since 2006 and has experience in both the brokerage and investment advisory industries. He is registered in the state of Maryland. Andrew specializes in portfolio management for individuals and businesses. He also provides financial planning services. Andrew has a diverse background, including previous roles at LaSalle St Securities, L.L.C., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Andrew's expertise and experience make him a valuable resource for individuals and families seeking investment advice.

Firm Information

Andrew Wohlberg is currently registered with Glass Jacobson Wealth Advisors. Glass Jacobson Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). Based in Owings Mills, MD, the firm manages approximately $817 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and pension consulting. The firm has 19 investment advisory professionals and a total of 23 employees.
Glass Jacobson Wealth Advisors

10451 MILL RUN CIRCLE

OWINGS MILLS, MD 21117

$817.31M

Assets Under Management

55

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees; revenues from educational product sales

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Andrew Wohlberg’s Registration & Firm History

MD

08/15/2023 - Present

Glass Jacobson Wealth Advisors (OWINGS MILLS MD)

MD

10/02/2009 - 12/31/2010

LASALLE ST SECURITIES, L.L.C. (BALTIMORE MD)

MD

06/01/2009 - 10/08/2009

MORGAN STANLEY SMITH BARNEY (PIKESVILLE MD)

MD

08/09/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)

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Licenses & Designations

BOTH

Issued 08/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 08/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Stuart Wohlberg.
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