William
Mccaffrey
Glassy Mountain Advisors, Inc
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About this Advisor
William Mccaffrey is a financial advisor based in Bethesda, Maryland, working with Glassy Mountain Advisors, Inc. William has previously held positions at Aim Advisors, Glassy Mountain Advisors, Virginia Tech, Landmark Reclamation Co, and Student. William has passed the Series 65 regulatory exam and is registered to provide services in Colorado, District of Columbia, Maryland, North Carolina, and Virginia. Currently, William is part of Glassy Mountain Advisors, Inc, which operates out of Bethesda, Maryland. The firm has 2 offices and 6 employees. The firm manages assets totaling $278.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Glassy Mountain Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Glassy Mountain Advisors, Inc Brokerage Details
$278,031,103
6
305
$911,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Mccaffrey Work History
Glassy Mountain Advisors
Aim Advisors
Virginia Tech
Landmark Reclamation Co
Student
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
Raleigh, NC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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