Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dechiara Levitt is a Certified Financial Planner® who has been working in the financial services industry since 2014. David is currently registered with Glassman Wealth Services, LLC in Maryland and Virginia. David has experience in various aspects of financial planning, and has focused on serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David's firm manages approximately $2 Billion in assets for their clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
07/03/2018 - Present
Glassman Wealth Services, LLC (NORTH BETHESDA MD)
Active
Inactive
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