Global Investment Advisors, LLC

Global Investment Advisors, LLC (CRD# 121442) is a financial advisory firm headquartered in Topsfield, MA. They manage $24,293,385 in 155 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $156,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, MA, MD, ME, NH, NJ, NV, OH, PA, RI, VT

Financial Advisors at Global Investment Advisors, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Richard K. Bradshaw
CRD#: 2432569
218 Boston Street, Unit 201, Topsfield, MA 01983
96
Wealthminder
score

Richard Bradshaw (CRD# 2432569) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Topsfield, MA and has over 23 years of experience in the finance industry.

2
Brett J. Connolly
CRD#: 4291740
46 Forest Park Avenue, Springfield, MA 01108
96
Wealthminder
score

Brett Connolly (CRD# 4291740) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Springfield, MA and has over 16 years of experience in the finance industry.

3
John F. Dolan
CRD#: 4069086
218 Boston Street, Unit 201, Topsfield, MA 01983
96
Wealthminder
score

John Dolan (CRD# 4069086) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Topsfield, MA and has over 17 years of experience in the finance industry. John Dolan 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.

4
Danilo J. Gomez
CRD#: 5190791
218 Boston Street, Unit 201, Topsfield, MA 01983
96
Wealthminder
score

Danilo Gomez (CRD# 5190791) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Topsfield, MA and has over 11 years of experience in the finance industry. Danilo Gomez 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.

5
Eugene A. King
CRD#: 708117
1631-b Loretta Ave, Phoenix, AZ 85022
96
Wealthminder
score

Eugene King (CRD# 708117) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Phoenix, AZ and has over 34 years of experience in the finance industry. Eugene King 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.

6
Edward J. Mazur
CRD#: 800705
5 Forest Park Drive, Suite 202, Farmington, CT 06032
96
Wealthminder
score

Edward Mazur (CRD# 800705) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Farmington, CT and has over 6 years of experience in the finance industry.

7
John W. Sachetti
CRD#: 1018956
Salem, MA
96
Wealthminder
score

John Sachetti (CRD# 1018956) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Salem, MA and has over 35 years of experience in the finance industry.

8
Stephen F. Szostek
CRD#: 1964134
26 Cobb Farm Drive, Westbrook, ME 01983
96
Wealthminder
score

Stephen Szostek (CRD# 1964134) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Westbrook, ME and has over 27 years of experience in the finance industry. Stephen Szostek 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.

9
Daniel E. Bingham
CRD#: 4175758
218 Boston Street, Unit 201, Topsfield, MA 01983
93
Wealthminder
score

Daniel Bingham (CRD# 4175758) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Topsfield, MA and has over 17 years of experience in the finance industry.

10
Albert M. Cordeiro
CRD#: 2929402
218 Boston Street, Unit 201, Topsfield, MA 01983
93
Wealthminder
score

Albert Cordeiro (CRD# 2929402) is an Investment Advisor Representative working at Global Investment Advisors, LLC in Topsfield, MA and has over 20 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.