Global Financial Private Client

Global Financial Private Client (CRD# 290006) is a financial advisory firm headquartered in Sarasota, FL. They manage $515,669,023 in 961 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232
https://www.linkedin.com/company/global-financial-private-client-llc/about/
By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    961
    ACCOUNTS
  • Average Account Value
    $536,596
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NH, TX

Financial Advisors at Global Financial Private Client
Showing 1 - 5 of 5 top financial advisors.
1
Stephen Fedak, financial advisor Sarasota FL
Stephen M. Fedak
CRD#: 2124519
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232

Stephen Fedak (CRD# 2124519) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry.

2
Geoffrey Frazier, financial advisor Sarasota FL
Geoffrey A. Frazier
CRD#: 1991946
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232

Geoffrey Frazier (CRD# 1991946) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry.

3
Derek Hartman, financial advisor Sarasota FL
Derek Hartman
CRD#: 6081035
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232

Derek Hartman (CRD# 6081035) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 6 years of experience in the finance industry.

4
Cynthia Shuford-Stover, financial advisor Sarasota FL
Cynthia L. Shuford-Stover
CRD#: 1021716
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232

Cynthia Shuford-Stover (CRD# 1021716) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 28 years of experience in the finance industry.

5
Brian Timm, financial advisor Sarasota FL
Brian C. Timm
CRD#: 6544776
6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232

Brian Timm (CRD# 6544776) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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