Inactive

Matthew Conley Mcnally

Glassman Wealth Services, LLC

North Bethesda, MD

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Current Employers

Glassman Wealth Services, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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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TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PROFIT INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

ORTMAN FINANCIAL PLANNING

LPL FINANCIAL LLC

Other Investors

Brian SCOTT Ewers

STACEE BAIN CRITTENDEN

SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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