Colin
Gerrety
Glassman Wealth Services, LLC
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About this Advisor
Colin Gerrety is a certified financial planner working out of Vienna, Virginia, with a total of 8 years of industry experience. Gerrety currently works for Glassman Wealth Services, LLC. Throughout their career, Gerrety has worked at Fortigent/Lpl Financial, Vanderbilt Unversity and Glassman Wealth Services, LLC. Gerrety has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Maryland, Texas and Virginia. Glassman Wealth Services, LLC is an advisory business based in Vienna, VA. The company has offices in four locations and a total of 18 people on staff. It has $2 billion in total assets between its 2,450 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 2,450 customer accounts, 72% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services provided. However, fee types billed by Glassman Wealth Services, LLC most likely consist of some blend of 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
Colin Gerrety Work History
Colin has been registered as a financial advisor for 8 years.*
Glassman Wealth Services, LLC
Fortigent/Lpl Financial
Vanderbilt Unversity
*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 Colin Gerrety 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.
