Global Wealth Management Investment Advisory, Inc.

Global Wealth Management Investment Advisory, Inc. (CRD# 286005) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $422,042,783 in 3,051 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $138,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, LA, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Global Wealth Management Investment Advisory, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Christopher G. Conness
CRD#: 4778193
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.

 

Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he has been a part for over 30 years.

 

Mr. Conness is the Co-host of the financial radio show the “Road to Retirement Income Show” on 610 WIOD and iheartradio, an accredited course instructor with the Florida Bar on 1031 Exchanges, and co-author of the book “Ultimate Success Guide” in which he coauthored with Best Selling Author, Brian Tracy. He has been featured and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as NBC, ABC, CBS and FOX as a distinguished investment advisor in his field.

 

Mr. Conness attended The University of Findlay, OH where he was a member of the National Championship Football Team and he holds a Bachelors of Business Administration from Florida Atlantic University.

 

Grant currently resides in Fort Lauderdale with his wife Jessica and four children. He is a passionate sports fan and enjoys boating, surfing, paddleboarding, and spending quality time with his family.

2
Richard J. Giannotti
CRD#: 6482048
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Richard Giannotti (CRD# 6482048) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.

3
Amber M. Kelly
CRD#: 6340043
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Amber Kelly (CRD# 6340043) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.

4
David T. Olsen
CRD#: 4823650
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

David Olsen (CRD# 4823650) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has over 10 years of experience in the finance industry.

5
John S. Thomas
CRD#: 4679845
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

John Thomas (CRD# 4679845) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.

6
Christian B. Avila
CRD#: 7541819
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Christian Avila (CRD# 7541819) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

7
Charles Bosanac
CRD#: 7424648
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Charles Bosanac (CRD# 7424648) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

8
Kyle Kelly
CRD#: 6850707
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL 33301

Kyle Kelly (CRD# 6850707) is an Investment Advisor Representative working at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

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