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David Dechiara Levitt

Glassman Wealth Services, LLC

North Bethesda, MD

Vienna, VA

Falls Church, VA

CRD 6766886

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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 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
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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STACEE BAIN CRITTENDEN
SYED ABDUL RUMIN

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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