Important Disclosure
Form CRS/ADV

Login
Search
Search

About
Services
Locations
- Vienna, Virginia
- Bethesda, Maryland
G-Wisdom
Contact

About
Services
Locations
- Vienna, Virginia
- Bethesda, Maryland
G-Wisdom
Login
Important Disclosure
Form CRS
Contact Us

Glassman Wealth

Sean Preston, CFA

Explore All Articles by

Sean Preston, CFA

October 17, 2016

What are those letters after my financial advisor’s name?

Learn More

Glassman Wealth is proudly powered by WordPress

Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Glassman Wealth Services, LLC ["GWS"]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from GWS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. GWS is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of GWS's current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.glassmanwealth.com. Please Note: GWS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GWS's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a GWS client, please contact GWS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Ready to get started?

Connect with a Glassman Wealth advisor today to continue the conversation.

"*" indicates required fields

Step 1 of 5

20%

First Name*

Last Name*

Email*

Phone*

We'd love to learn more

Thanks for providing your contact information. We will be in touch with you shortly. In the meantime, please tell us more about you so we can better serve you.

Your Advisory Needs

What is the approximate value of your current investment portfolio?*

$1-2M

$2-5M

$5-20M

$20M+

We'd love to learn more

Thanks for providing your contact information. We will be in touch with you shortly. In the meantime, please tell us more about you so we can better serve you.

Your Advisory Needs

Why are you seeking an advisor now?*

My finances are growing more complicated

I'm not sure my current advisor is right for me

I no longer want to do it myself

I need help navigating a major life change

Other

We'd love to learn more

Thanks for providing your contact information. We will be in touch with you shortly. In the meantime, please tell us more about you so we can better serve you.

Your Advisory Needs

What is important to you in an advisory relationship? (select multiple)*

A team to oversee my investment portfolio

A partner to help me make smart financial decisions

Planning for retirement

Maximizing family wealth

Managing debt

Other

We'd love to learn more

Thanks for providing your contact information. We will be in touch with you shortly. In the meantime, please tell us more about you so we can better serve you.

More Info

How did you find us?

Web Search

Social Media

Online or Print Advertising

"Best of" Award

Referred by a Friend or Professional

TV, Radio, or News Appearance

Anything else you'd like to share before we chat?

CAPTCHA

Δ

Company

About
Just One Client™
Working at Glassman
Vienna, Virginia
Bethesda, Maryland
Washington, DC
Contact

Services & Resources

Services
Insights
Frequently Asked Questions

Legal

Privacy Policy
Important Disclosure
Form CRS/ADV
Accessibility Statement

© 2026 Glassman Wealth Services. All Rights Reserved.