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Travis Jacob Russell

Glassman Wealth Services, LLC

Vienna, VA

North Bethesda, MD

Stowe, VT

Washington, DC

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Current Employers
Glassman Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2023-03-17
TX RA APPROVED 2022-12-21
VT RA APPROVED 2020-11-19
MD RA APPROVED 2018-07-17
VA RA APPROVED 2011-09-22
  • DC RA
    APPROVED
    Since 2023-03-17
  • TX RA
    APPROVED
    Since 2022-12-21
  • VT RA
    APPROVED
    Since 2020-11-19
  • MD RA
    APPROVED
    Since 2018-07-17
  • VA RA
    APPROVED
    Since 2011-09-22

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

Stowe, VT • United States

Washington, DC • 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 08/2011 01/2018
Glassman Wealth Services, Llc Vienna VA 01/2018 Present
Previous Registrations
  • 2008-04-28 → 2011-08-16
    Convergent Wealth Advisors, Llc
    Potomac, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-25
  • S65 Uniform Investment Adviser Law Examination
    2008-04-25
Designations
Other Names
  • Travis Russell

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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