Global Portfolio Strategies, Inc.

Global Portfolio Strategies, Inc. (CRD# 105812) is a financial advisory firm headquartered in Hartford, CT. They manage $1,695,414,336 in 285 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,695
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $5,948,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

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, WY

Financial Advisors at Global Portfolio Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael H. Beaulieu
CRD#: 2436030
One Commercial Plaza, 280 Trumbull Street, Hartford, CT 06103

Michael Beaulieu (CRD# 2436030) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 26 years of experience in the finance industry.

2
Bradley A. Geissbuhler
CRD#: 3115312
3333 Michelson Drive, Suite 820a, Irvine, CA 92612

Bradley Geissbuhler (CRD# 3115312) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Irvine, CA and has over 14 years of experience in the finance industry.

3
Lazaro E. Guzman
CRD#: 4600285
280 Trumbull Street, Hartford, CT 06103

Lazaro Guzman (CRD# 4600285) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 15 years of experience in the finance industry.

4
Scott D. Johnson
CRD#: 3026325
One Commercial Plaza, 280 Trumbull Street, Hartford, CT 06103

Scott Johnson (CRD# 3026325) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 14 years of experience in the finance industry.

5
Jennifer R. Bourret
CRD#: 2392358
One Commercial Plaza, 280 Trumbull Street, Hartford, CT 06103

Jennifer Bourret (CRD# 2392358) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 5 years of experience in the finance industry.

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