Maxwell Rader Elsasser
Investment adviser representative at Glassman Wealth Services, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Glassman Wealth Services, LLCNov 2025 to now
- Beyond Your HammockJan 2023 to Nov 2025
- Baystate FinancialMay 2022 to Aug 2022
- Ameriprise Financial Services, LLCJun 2021 to Aug 2021
- Bates CollegeAug 2019 to May 2023
- Bow High SchoolAug 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Glassman Wealth Services, LLC
$2.6BAssets managed
399Clients
14Advisers
17 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
- 8187253
- Firm CRD
- 151478