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).

Current Firm Details
C/o Prudential Financial, 280 Trumbull Street, 16th Floor, Hartford, CT 06103
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 Allen, financial advisor Hartford CT
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 Beaulieu, financial advisor Hartford CT
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 Christolini, financial advisor Hartford CT
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 Dastoli, financial advisor Hartford CT
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 Dionne, financial advisor Vernon CT
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 Feldott, financial advisor Dubuque IA
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 Geissbuhler, financial advisor Irvine CA
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 Guzman, financial advisor Hartford CT
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 Johnson, financial advisor Hartford CT
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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