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Patrick Francis McNamara

Glassman Wealth Services, LLC

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About Patrick Francis McNamara

Patrick Francis McNamara is a financial advisor with Glassman Wealth Services, LLC. Patrick is registered with the state of Maryland as an Investment Advisor Representative. Patrick is also registered in Virginia and Texas. Patrick has been in the industry since 2015 and previously worked at Madison Avenue Securities, LLC and Park Avenue Securities LLC. Patrick has the Series 66, Series 7, and SIE licenses. Patrick is a Certified Financial Planner. Patrick specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.

Firm Information

Patrick McNamara 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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Patrick McNamara’s Registration & Firm History

MD

02/06/2024 - Present

Glassman Wealth Services, LLC (NORTH BETHESDA MD)

VA

03/17/2022 - 05/23/2022

MADISON AVENUE SECURITIES, LLC (Alexandria VA)

MD

12/21/2021 - 03/11/2022

PARK AVENUE SECURITIES LLC (CHEVY CHASE MD)

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Licenses & Designations

BOTH

Issued 04/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Francis McNamara.
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