Charles Bosanac
CRD Number: 7424648Current Firm: Global Wealth Management Investment Advisory, Inc.
Charles Bosanac (CRD# 7424648) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Wealth Management Investment Advisory | Fort Lauderdale, FL | Aug 2021 - Current | 2 |
| Florida Atlantic University | Boca Raton, FL | May 2017 - Jun 2021 | 4 |
| Louie Bossi's Boca Raton | Boca Raton, FL | Jul 2018 - May 2021 | 2 |
| Papa's Raw Bar | Lighthouse Point, FL | Jul 2017 - May 2018 | < 1 |
| Florida State University | Tallahassee, FL | Jul 2016 - May 2017 | < 1 |
| Boca Raton Christian High School | Boca Raton, FL | Jul 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- FL
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts3,051ACCOUNTS
-
Average Account Value$138,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, LA, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA
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