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Jay Toby Glassman

President And Chief Compliance OfficerGlassman Wealth Management LLCCRD 2491695

About Jay Toby Glassman

Jay Toby Glassman is listed as President And Chief Compliance Officer at Glassman Wealth Management LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Glassman Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jay Toby Glassman work?

Jay Toby Glassman is listed as President And Chief Compliance Officer at Glassman Wealth Management LLC on SEC Form ADV.

How much of Glassman Wealth Management LLC does Jay Toby Glassman own?

Form ADV reports a beneficial ownership band of 50-75%.

Glassman Wealth Management LLC

TitlePresident And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2011