Brian Campanile

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

• 06/2020 → 07/2024
  Schwab Wealth Advisory Inc
  Orlando, FL
• 08/2024 → 04/2026
  Fidelity Investments
  Shrewsbury, MA
• 03/2015 → 06/2020
  Charles Schwab & Co., Inc.
  Orlando, FL
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Global Wealth Management Investment Advisor, Inc.
  Ft. Lauderdale, FL
• 04/2026 → Present
  Global Wealth Retirement Planning, Llc
  Ft. Lauderdale, FL

Previous Registrations

• 2025-03-31 → 2026-05-11
  Strategic Advisers Llc
  West Palm Beach, FL
  Shrewsbury, MA
  Worcester, MA
  Boca Raton, FL
  Wellington, FL
  Boston, MA
• 2024-09-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, MA
• 2020-07-01 → 2024-07-23
  Schwab Wealth Advisory, Inc.
  Orlando, FL
  Orlando, FL
  Orlandoa, FL
• 2016-07-26 → 2023-03-28
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2014-12-12 → 2015-02-27
  401K Generation
  Altamonte Springs,, FL

Other Businesses

1) Nature of the other business: Insurance; Investment Related: Yes; Address: 1301East Broward Blvd., Ste 200, Ft. Lauderdale, FL 33301; Position and Title: Insurance Agent; Start Date: 04/2026 - Present; Approx # of hours: 160 hours/month; Duties: Insurance Sales/Client Services

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-09-14
• S65 Uniform Investment Adviser Law Examination
  2014-10-18

Designations

• Certified Financial Planner

Other Names

• Brian Campanile
• Brian Edward Campanile