Global Portfolio Strategies, Inc.

Global Portfolio Strategies, Inc. (CRD# 105812) is a financial advisory firm headquartered in Hartford, CT. They manage $4,086,331,934 in 348 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,086
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $11,742,333
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 - 9 of 9 top financial advisors.
1
Jeff A. Allen
CRD#: 5302315
One Commercial Plaza, 280 Trumbull Street, Hartford, CT 06103

Jeff Allen (CRD# 5302315) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 12 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
John N. Christolini
CRD#: 4141296
C/o Prudential Financial, 280 Trumbull Street, 16th Floor, Hartford, CT 06103

John Christolini (CRD# 4141296) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 20 years of experience in the finance industry.

4
Vincenzo F. Dastoli
CRD#: 5214238
C/o Prudential Financial, 280 Trumbull Street, 16th Floor, Hartford, CT 06103

Vincenzo Dastoli (CRD# 5214238) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 13 years of experience in the finance industry.

5
Daniel J. Dionne
CRD#: 5571813
Vernon, CT

Daniel Dionne (CRD# 5571813) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Vernon, CT and has over 11 years of experience in the finance industry.

6
Naomi J. Feldott
CRD#: 6322169
500 Main Street, Dubuque, IA 52002

Naomi Feldott (CRD# 6322169) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Dubuque, IA and has over 6 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 13 years of experience in the finance industry.

9
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 12 years of experience in the finance industry.

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