Peter Scholla (CRD# 2365167) is an Investment Advisor Representative working at Global Investment Adviser Lc in Palm Beach, FL and has over 30 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Investment Adviser | Palm Beach, FL | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1993 |
- FL
-
Total Assets Under Management256MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$28,498,447
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL
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