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Brian Hawthorne-codato

Investment adviser representative at Glassy Mountain Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$369.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Glassy Mountain Advisors, Inc.Aug 2021 to now
  2. Cherry Bekaert LLPAug 2018 to Jul 2021
  3. Cts Capital AdvisorsJun 2015 to Aug 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MD).

Glassy Mountain Advisors, Inc.

$369.8MAssets managed
127Clients
6Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7423133
Firm CRD
314937
Advisor's SEC record (opens in a new tab)
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