Olaf Herr, financial advisor Zürich

Olaf Herr

CRD Number: 7818262
Current Firm: Global Wealth Management, L.c.

Olaf Herr (CRD# 7818262) is an Investment Advisor Representative working at Global Wealth Management, L.c. in Zürich, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Global Wealth Management, L.c. Zurich, Oct 2023 - Current < 1
Nhp Asset Management Ag Zurich, Zh, Jul 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Olaf Herr
Phone Number: +1-305-851-2476
Firm Website: http://www.gwm-ch.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $3,663,446
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, TX

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