Best Investors Account Sign in
Inactive

Brian Hawthorne-Codato

Glassy Mountain Advisors, Inc.

Bethesda, MD

CRD 7423133

Claim This Profile
Employer firm

Glassy Mountain Advisors, Inc. CRD 314937

$370M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Glassy Mountain Advisors, Inc.

7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-10-05
  • MD RA
    APPROVED
    Since 2021-10-05

Branch Locations

7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • 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
Cherry Bekaert Llp Washington DC 08/2018 07/2021
Cts Capital Advisors Bethesda MD 06/2015 08/2018
Glassy Mountain Advisors, Inc. Bethesda MD 08/2021 Present
  • 08/2018 → 07/2021
    Cherry Bekaert Llp
    Washington, DC
  • 06/2015 → 08/2018
    Cts Capital Advisors
    Bethesda, MD
  • 08/2021 → Present
    Glassy Mountain Advisors, Inc.
    Bethesda, MD
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC

Nearby Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY

Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

More in Bethesda, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor