Travis
Russell

Glassman Wealth Services, LLC

CRD#5110417
Investment Advisor
in Vienna, VA

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About this Advisor

Travis Russell is a financial advisor based in Vienna, Virginia, working with Glassman Wealth Services, LLC. Travis has previously held a position at Glassman Wealth Services, LLC. Travis has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Maryland, Texas, Vermont, and Virginia. Currently, Travis is part of Glassman Wealth Services, LLC, which operates out of Vienna, Virginia. 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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8000 Towers Crescent Drive Suite 1450
Vienna, VA 22182

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Glassman Wealth Services, LLC Brokerage Details

Total Assets Under Management

$2,053,022,712

VA Average: $1,835,309,194
Total Number of Employees

18

VA Average: 32
Total Number of Accounts

2,720

VA Average: 1,458
Average Account Size

$754,788

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Travis Russell Work History

2018 - Present (7 years)

Glassman Wealth Services, LLC

2011 - 2018 (7 years)

Glassman Wealth Services, LLC

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Disclosures

Please visit the SEC profile of Travis Russell 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

Heather Tweedlie
Vienna, VA
David Levitt
Rockville, MD
Patrick Mcnamara
Rockville, MD
Colin Gerrety
Vienna, VA
Candace Lee
Vienna, VA
Eric Dunner
Vienna, VA
Travis Russell
Vienna, VA
Dana Sippel
Vienna, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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