Global Trust

Global Trust (CRD# 143120) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $403,001,805 in 710 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $567,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 26 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 17 years of experience in the finance industry.

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 17 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 23 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 39 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 11 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 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.