David
Levitt
Glassman Wealth Services, LLC
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About this Advisor
David Levitt is a financial advisor based in Rockville, Maryland, working with Glassman Wealth Services, LLC. David has previously held positions at Alpha Financial Advisors, LLC, Virginia Tech, and Glassman Wealth Services. David is registered to provide services in Maryland and Virginia. Currently, David is part of Glassman Wealth Services, LLC, which operates out of Rockville, Maryland. The firm has 12 offices and 18 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Glassman Wealth Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Glassman Wealth Services, LLC Brokerage Details
$2,053,022,712
18
2,720
$754,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Levitt Work History
Glassman Wealth Services
Alpha Financial Advisors, LLC
Virgnia Tech
Disclosures
Please visit the SEC profile of David Levitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Glassman Wealth Services, LLC
Vienna, VA
Vienna, VA
Rockville, MD
Rockville, MD
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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