David
Levitt
Glassman Wealth Services, LLC
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About this Advisor
David Levitt is a certified financial planner who works in Rockville, Maryland with a total of 5 years of industry experience. Levitt is on the advisory team at Glassman Wealth Services, LLC. Levitt has gained experience at Alpha Financial Advisors, LLC, Virgnia Tech and Glassman Wealth Services. Levitt can advise clients in Maryland and Virginia. Glassman Wealth Services, LLC is an advisory firm based out of Vienna, VA. The company has offices in four locations and a total of 18 people on staff. It oversees $2 billion in assets under management across its 2,450 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 2,450 accounts, 72% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fees billed by Glassman Wealth Services, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glassman Wealth Services, LLC Brokerage Details
$1,907,223,480
18
2,450
$778,459
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
David has been registered as a financial advisor for 5 years.*
Glassman Wealth Services
Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC
Virgnia Tech
Virgnia Tech
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Vienna, VA
Vienna, VA
Vienna, VA
Rockville, MD
Vienna, VA
Vienna, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
