Stuart Boxenbaum, financial advisor Jupiter FL
66 score

Stuart Boxenbaum

CRD Number: 1789726
Current Firm: Global Financial Private Capital, LLC

Stuart Boxenbaum (CRD# 1789726) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Jupiter, FL and has over 14 years of experience in the finance industry. Stuart Boxenbaum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gf Investment Services, LLC Sarasota, FL Nov 2009 - Current 7
Global Financial Private Capital Sarasota, FL Nov 2009 - Current 7
Statewide Financial Group Inc. Jupiter, FL Jun 1993 - Current 23
Usa Advanced Planners, Inc. Grand Rapids, MI Aug 2006 - Nov 2009 3
Usa Wealth Management Grand Rapids, MI Aug 2006 - Nov 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Feb 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Stuart D. Boxenbaum
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • DE
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
66

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