Best Investors Account Sign in
Inactive

Patrick Francis Mcnamara

Glassman Wealth Services, LLC

Rockville, MD

North Bethesda, MD

Vienna, VA

CRD 7301902

Claim This Profile
Employer firm

Glassman Wealth Services, LLC CRD 151478

$2.56B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Glassman Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-06
MD RA APPROVED 2024-02-06
VA RA APPROVED 2024-02-06
  • TX RA
    APPROVED
    Since 2024-11-06
  • MD RA
    APPROVED
    Since 2024-02-06
  • VA RA
    APPROVED
    Since 2024-02-06

Branch Locations

Rockville, MD • United States

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

8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • 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
Kpmg Mclean VA 03/2019 01/2021
Us Marine Corps Camp Pendleton CA 01/2015 03/2019
Campbell Wealth Alexandria VA 03/2022 05/2022
Pathstone Potomac MD 06/2022 01/2024
Glassman Wealth Services, Llc Vienna VA 02/2024 Present
First Financial Group Bethesda MD 01/2021 02/2022
  • 03/2019 → 01/2021
    Kpmg
    Mclean, VA
  • 01/2015 → 03/2019
    Us Marine Corps
    Camp Pendleton, CA
  • 03/2022 → 05/2022
    Campbell Wealth
    Alexandria, VA
  • 06/2022 → 01/2024
    Pathstone
    Potomac, MD
  • 02/2024 → Present
    Glassman Wealth Services, Llc
    Vienna, VA
  • 01/2021 → 02/2022
    First Financial Group
    Bethesda, MD
Previous Registrations
  • 2022-10-26 → 2024-01-18
    Pathstone
    Englewood, NJ
    Potomac, MD
  • 2022-05-04 → 2022-05-24
    Campbell Wealth Management, Inc.
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-13
  • S66 Uniform Combined State Law Examination
    2022-04-13
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Rockville, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor