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RIA / WealthAdvisor22 years in industry

Lindsay Garland Shetterly

Advisor at GLASSMAN WEALTH SERVICES, LLC

NORTH BETHESDA, MD | VIENNA, VA

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Search this name across graphsid dfx:ria:6ac42af9-18b8-544f-e8ec-cb720e75550e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLASSMAN WEALTH SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Aug 24, 2004
First registration: Aug 25, 2004
Dual registered: no
Other names: LINDSAY ELAINE GARLAND
IAPD individual key: 4812468

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLASSMAN WEALTH SERVICES, LLC	Independent wealth	Aug 13, 2014	n/a	yes	VIENNA, VA\|NORTH BETHESDA, MD\|VIENNA, VA	Current employment
HIGHLINE WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 28, 2009	Jul 29, 2014	no	ROCKVILLE, MD\|BETHESDA, MD	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 2, 2007	Jan 5, 2009	no	ROCKVILLE, MD	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Aug 25, 2004	May 2, 2007	no	ROCKVILLE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHLINE WEALTH MANAGEMENT, LLC	GLASSMAN WEALTH SERVICES, LLC	Jul 29, 2014	Aug 13, 2014	15	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	HIGHLINE WEALTH MANAGEMENT, LLC	Jan 5, 2009	Jan 28, 2009	23	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	May 2, 2007	May 2, 2007	0	Firm change	Other

Relationships

Registered with (4)

→ GLASSMAN WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Aug 13, 2014 to presentfactForm ADV
→ HIGHLINE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 28, 2009 to Jul 29, 2014factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 2, 2007 to Jan 5, 2009factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Aug 25, 2004 to May 2, 2007factForm ADV

Dated events

No dated event names this entity yet.