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Barry Scott Glassman

Glassman Wealth Services, LLC

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About Barry Scott Glassman

Barry Glassman is a financial advisor at Glassman Wealth Services, LLC, a registered investment advisor firm. Barry has been in the financial services industry since 1995 and is a Certified Financial Planner. Barry specializes in providing financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. He is also experienced in working with pension plans and other retirement savings vehicles. Barry is committed to providing personalized financial advice and helping his clients reach their financial goals.

Firm Information

Barry Glassman is currently registered with Glassman Wealth Services, LLC. Glassman Wealth Services, LLC is an independent, fee-only registered investment advisory firm headquartered in Vienna, Virginia. They provide a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors, to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $2 billion in assets.
Glassman Wealth Services, LLC

8000 TOWERS CRESCENT DRIVE

VIENNA, VA 22182

$2.05B

Assets Under Management

1

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Barry Glassman’s Registration & Firm History

VA

09/17/2009 - Present

Glassman Wealth Services, LLC (VIENNA VA)

VA

08/22/1995 - 09/04/2009

ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)

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Licenses & Designations

IA

Issued 01/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Scott Glassman.
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