Best Investors Account Sign in
Inactive

David Dechiara Levitt

Glassman Wealth Services, LLC

North Bethesda, MD

Vienna, VA

Falls Church, VA

Claim This Profile
Current Employers
Glassman Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-07-03
VA RA APPROVED 2018-07-03
  • MD RA
    APPROVED
    Since 2018-07-03
  • VA RA
    APPROVED
    Since 2018-07-03

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

Falls Church, VA • 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
Alpha Financial Advisors, Llc. Mclean VA 07/2014 04/2018
Glassman Wealth Services Vienna VA 06/2018 Present
Previous Registrations
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PROFIT INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
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
Carson Knight

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

More in North Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor