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Brian Hawthorne-codato

Glassy Mountain Advisors, Inc.

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About Brian Hawthorne-codato

Brian Hawthorne-codato is a financial advisor who works with clients in a variety of capacities. Brian specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Brian has been a registered investment advisor for over 2 years. Brian is currently employed by Glassy Mountain Advisors, Inc. and has previously worked at CTS Capital Advisors. Brian holds the Chartered Financial Analyst designation.

Firm Information

Brian Hawthorne-codato is currently registered with Glassy Mountain Advisors, Inc.. Glassy Mountain Advisors, Inc. is an investment advisor based in Bethesda, MD. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $278 million in assets for 305 clients.
Glassy Mountain Advisors, Inc.

7200 WISCONSIN AVENUE

BETHESDA, MD 20814

$278.03M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Brian Hawthorne-codato’s Registration & Firm History

MD

07/23/2023 - Present

Glassy Mountain Advisors, Inc. (BETHESDA MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Hawthorne-codato.
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