Charles James Bosanac

Employer firm

Global Wealth Management Investment Advisory, Inc. CRD 286005

$723M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2016 → 05/2017
  Florida State University
  Tallahassee, FL
• 07/2017 → 05/2018
  Papa's Raw Bar
  Lighthouse Point, FL
• 05/2017 → 06/2021
  Florida Atlantic University
  Boca Raton, FL
• 07/2018 → 05/2021
  Louie Bossi's Boca Raton
  Boca Raton, FL
• 08/2021 → Present
  Global Wealth Management Investment Advisory, Inc.
  Fort Lauderdale, FL
• 08/2021 → Present
  Global Wealth Retirement Planning, Llc
  Fort Lauderdale, FL

Other Businesses

1. NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:08/2021; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-15

Other Names

• Charles Bosanac