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Colin Michael Gerrety

Glassman Wealth Services, LLC

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About Colin Michael Gerrety

Colin Gerrety is an Investment Advisor Representative at Glassman Wealth Services, LLC. Colin Gerrety has been in the industry since July 2013. Colin Gerrety works in the Vienna, Virginia office of Glassman Wealth Services, LLC. Colin Gerrety is registered to provide Investment Advisory services in Maryland, Texas, and Virginia. Colin Gerrety holds a Series 65 license. Colin Gerrety is also a Certified Financial Planner.

Firm Information

Colin Gerrety 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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Colin Gerrety’s Registration & Firm History

VA

04/24/2015 - Present

Glassman Wealth Services, LLC (VIENNA VA)

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Licenses & Designations

IA

Issued 12/08/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Michael Gerrety.
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