Peter Martin Garelick

Employer firm

Global Financial Advisory Services, Inc. CRD 135234

$259M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Global Financial Advisory Services, Inc.
  Valencia, CA
• 01/2015 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 01/2018
  Western International Securities, Inc.
  Pasadena, CA

Previous Registrations

• 2017-08-21 → 2018-01-22
  Western International Securities, Inc.
  Clovis, CA
  Valencia, CA
  Westlake Village, CA
• 2015-01-05 → 2017-08-21
  Financial West Group
  Valencia, CA
  Westlake Village, CA
• 2012-05-15 → 2014-08-04
  Lpl Financial Llc
  Encino, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-10-10

Designations

• Certified Financial Planner