Global Trust

Global Trust (CRD# 143120) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $120,353,377 in 227 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $530,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, NJ, NY, TX

Financial Advisors at Global Trust
Showing 1 - 4 of 4 top financial advisors.
1
Brian J. Brescia
CRD#: 5284683
515 North Flagler Drive Suite 1700, West Palm Beach, FL 33401
96
Wealthminder
score

Brian Brescia (CRD# 5284683) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 10 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.

2
Edward T. Holt
CRD#: 5284666
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401
93
Wealthminder
score

Edward Holt (CRD# 5284666) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 10 years of experience in the finance industry.

3
Ryan M. Shore
CRD#: 6161584
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401
90
Wealthminder
score

Ryan Shore (CRD# 6161584) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 4 years of experience in the finance industry.

4
Alexia G. Varga
CRD#: 6112071
515 North Flagler Drive, Suite 1700, West Palm Beach, FL 33401
89
Wealthminder
score

Alexia Varga (CRD# 6112071) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 3 years of experience in the finance industry.

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