William
Mccaffrey
Glassy Mountain Advisors, Inc
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About this Advisor
William Mccaffrey is a financial advisor working in Bethesda, Maryland. Mccaffrey currently works for Glassy Mountain Advisors, Inc. During their career, Mccaffrey has held roles at Aim Advisors, Glassy Mountain Advisors, Virginia Tech, Landmark Reclamation Co and Student. Mccaffrey holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Colorado, Maryland, North Carolina and Virginia. Glassy Mountain Advisors, Inc is a financial advisory firm headquartered in Bethesda, MD. The company has offices in two locations and a total of six employees. It has $225 million in assets between its 274 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 274 accounts, 75% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Glassy Mountain Advisors, Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees charged by Glassy Mountain Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glassy Mountain Advisors, Inc Brokerage Details
$224,702,104
6
274
$820,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Mccaffrey Work History
William has been registered as a financial advisor for 0 years.*
Glassy Mountain Advisors
Aim Advisors
Virginia Tech
Landmark Reclamation Co
Student
*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 William Mccaffrey 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 Glassy Mountain Advisors, Inc
Bethesda, MD
Raleigh, NC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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