Matthew Conley Mcnally
Investment adviser representative at Glassman Wealth Services, LLC
10 yearsExperience
2 statesRegistered in
$2.6BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Glassman Wealth Services, LLCMar 2026 to now
- WealthcrossingJul 2025 to Mar 2026
- Virginia TechAug 2021 to May 2025
- Deep Run High SchoolMay 2020 to Aug 2021
- South Carroll High SchoolMar 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 8242439
- Firm CRD
- 151478