Global Trust

Global Trust (CRD# 143120) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $420,156,842 in 656 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $640,483
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

CA, FL, GA, MT, NC, NJ, NY, TX

Financial Advisors at Global Trust
Showing 1 - 8 of 8 top financial advisors.
1
Patricia J. Ashley
CRD#: 2985259
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Patricia Ashley (CRD# 2985259) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 24 years of experience in the finance industry.

2
Frank M. Ashley,iii
CRD#: 2578195
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Frank Ashley,iii (CRD# 2578195) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has 1 year of experience in the finance industry.

3
Brian J. Brescia
CRD#: 5284683
515 North Flagler Drive Suite 1700, West Palm Beach, FL 33401

Brian Brescia (CRD# 5284683) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 15 years of experience in the finance industry. Brian Brescia 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
Edward T. Holt
CRD#: 5284666
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Edward Holt (CRD# 5284666) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 15 years of experience in the finance industry.

5
Steven E. Marcus
CRD#: 4951251
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Steven Marcus (CRD# 4951251) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 21 years of experience in the finance industry.

6
Jay L. Marmer
CRD#: 1154531
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Jay Marmer (CRD# 1154531) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 37 years of experience in the finance industry.

7
Ryan M. Shore
CRD#: 6161584
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Ryan Shore (CRD# 6161584) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 9 years of experience in the finance industry.

8
Alexia G. Varga
CRD#: 6112071
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401

Alexia Varga (CRD# 6112071) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 8 years of experience in the finance industry.

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