TrueAdvisor
TrueAdvisor
DR
DR
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Global Wealth Management Investment Advisory, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,382 clients
Average Client Portfolio
$383K average
Assets Under Management
$529.1M

Fee Structure

Location

4101 W Commercial Blvd, Tamarac, FL, 33319

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
July 2025 - Present · 7 mos
Madison Avenue Securities, LLCBroker
June 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
November 2022 - June 2025 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - June 2025 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - November 2022 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - November 2022 · 7 yrs 2 mos
Morgan Stanley
February 2013 - September 2015 · 2 yrs 7 mos
Morgan StanleyBroker
February 2013 - September 2015 · 2 yrs 7 mos
AXA Advisors, LLC
November 2008 - December 2012 · 4 yrs 1 mo
AXA Advisors, LLCBroker
October 2008 - December 2012 · 4 yrs 2 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.