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Matthew Conley Mcnally

Glassman Wealth Services, LLC

North Bethesda, MD

Vienna, VA

CRD 8242439

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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
MD RA APPROVED 2026-06-30
VA RA APPROVED 2026-06-30
  • MD RA
    APPROVED
    Since 2026-06-30
  • VA RA
    APPROVED
    Since 2026-06-30

Branch Locations

Pike & Rose 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
Glassman Wealth Services, Llc Vienna VA 03/2026 Present
Virginia Tech Blacksburg VA 08/2021 05/2025
Wealthcrossing Richmond VA 07/2025 03/2026
South Carroll High School Sykesville MD 03/2016 05/2020
Deep Run High School Short Pump VA 05/2020 08/2021
  • 03/2026 → Present
    Glassman Wealth Services, Llc
    Vienna, VA
  • 08/2021 → 05/2025
    Virginia Tech
    Blacksburg, VA
  • 07/2025 → 03/2026
    Wealthcrossing
    Richmond, VA
  • 03/2016 → 05/2020
    South Carroll High School
    Sykesville, MD
  • 05/2020 → 08/2021
    Deep Run High School
    Short Pump, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30
Other Names
  • Matt Mcnally

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

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