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Ross Jordan Smyth

Glassy Mountain Advisors, Inc.

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About Ross Jordan Smyth

Ross Jordan Smyth is a financial advisor with Glassy Mountain Advisors, Inc. Ross has been in the financial services industry since 1991. Ross is registered with the Securities and Exchange Commission as an investment advisor representative. Ross is also a licensed securities agent in Colorado, District of Columbia, Florida, Maryland, New York, North Carolina, and Virginia.

Firm Information

Ross Smyth 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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Ross Smyth’s Registration & Firm History

MD

08/19/2021 - Present

Glassy Mountain Advisors, Inc. (BETHESDA MD)

MD

08/13/2009 - 12/01/2014

INTEGRITY FUNDS DISTRIBUTOR, LLC (BETHESDA MD)

MD

05/15/2003 - 08/13/2009

VIKING FUND DISTRIBUTORS, LLC (BETHESDA MD)

MO

10/01/1999 - 03/03/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

02/01/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NC

04/30/1998 - 02/01/1999

BOWLES HOLLOWELL CONNER & CO. (CHARLOTTE NC)

NC

11/18/1996 - 04/30/1998

BOWLES HOLLOWELL CONNER & CO. (CHARLOTTE NC)

NA

05/08/1991 - 11/29/1991

DORAL SECURITIES CORP. OF COLORADO

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Licenses & Designations

BC

Issued 06/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/07/1991

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Jordan Smyth.
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