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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:

Current Employers
Global Wealth Management Investment Advisory, Inc.

1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-23
  • FL RA
    APPROVED
    Since 2024-02-23

Branch Locations

1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • 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 Managment Fort Lauderdale FL 01/2023 Present
Global Wealth Management Fort Lauderdale FL 05/2022 01/2023
Stetson University Deland FL 08/2018 12/2022
Archbishop Mccharthy Southwest Ranches FL 08/2014 05/2018
  • 01/2023 → Present
    Global Wealth Managment
    Fort Lauderdale, FL
  • 05/2022 → 01/2023
    Global Wealth Management
    Fort Lauderdale, FL
  • 08/2018 → 12/2022
    Stetson University
    Deland, FL
  • 08/2014 → 05/2018
    Archbishop Mccharthy
    Southwest Ranches, FL
Other Businesses

2. 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:10/2023; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07
Other Names
  • Christian Avila
  • Christian Bryce Avila

View on SEC IAPD

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