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Lindsay Garland Shetterly

Glassman Wealth Services, LLC

Vienna, VA

North Bethesda, MD

Vienna, VA

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Current Employers
Glassman Wealth Services, Llc

8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-09
MD RA APPROVED 2018-07-25
VA RA APPROVED 2014-08-13
  • TX RA
    APPROVED_RES
    Since 2023-11-09
  • MD RA
    APPROVED
    Since 2018-07-25
  • VA RA
    APPROVED
    Since 2014-08-13

Branch Locations

8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • United States

Pike & Rose 11810 Grand Park Ave #500, North Bethesda, MD 20852 • United States

Vienna, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glassman Wealth Services, Llc Vienna VA 08/2014 01/2018
Glassman Wealth Services, Llc Vienna VA 01/2018 Present
Previous Registrations
  • 2009-01-28 → 2014-07-29
    Highline Wealth Management, Llc
    Rockville, MD
    Bethesda, MD
  • 2007-05-02 → 2009-01-05
    Convergent Wealth Advisors, Llc
    Rockville, MD
  • 2004-08-25 → 2007-05-02
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-24
  • S65 Uniform Investment Adviser Law Examination
    2004-08-24
Other Names
  • Lindsay Elaine Garland

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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