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Raffaele Mari

Global Wealth Management

Corona Del Mar, CA

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Current Employers
Global Wealth Management

3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

Branch Locations

3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Wealth Management Corona Del Mar CA 02/2013 Present
Raffaele B. Mari, Cpa Newport Beach CA 01/1991 Present
  • 02/2013 → Present
    Global Wealth Management
    Corona Del Mar, CA
  • 01/1991 → Present
    Raffaele B. Mari, Cpa
    Newport Beach, CA
Other Businesses

RAFFAELE B. MARI, CPA 3334 E. COAST HWY, #101 CORONA DEL MAR, CA 92625 DIRECTOR TAX CONSULTING SERVICES 1991 - PRESENT 25% OF TIME ACTING IN THIS CAPACITY

Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE WEALTH COLLABORATIVE, INC.
MASTER FUND MANAGEMENT, LLC
GHW VENTURES LLC
BEACON POINTE ADVISORS, LLC
PORT STREET INVESTMENTS, LLC
PRENEED ADVISORY, LLC

Other Investors

STEPHEN BLACKWELL
ANDREW PATRICK IRWIN
Joshua D Barnum
JEFFREY BYRON WHEELER
KRISTINE MARIE WALLINGTON
JEFFREY SCOTT ROBINSON
STEPHANIE ANNE RUMOLD
MICHAEL SHAWN BAKOS

Other Offices

J.P. MORGAN SECURITIES LLC · CORONA DEL MAR, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORONA DEL MAR, CA
THE WEALTH COLLABORATIVE, INC. · CORONA DEL MAR, CA
MASTER FUND MANAGEMENT, LLC · CORONA DEL MAR, CA
GHW VENTURES LLC · CORONA DEL MAR, CA
BEACON POINTE ADVISORS, LLC · NEWPORT BEACH, CA
PORT STREET INVESTMENTS, LLC · NEWPORT BEACH, CA
PRENEED ADVISORY, LLC · NEWPORT BEACH, CA

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