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David Scott Garelick

GLOBAL FINANCIAL ADVISORY SERVICES, INC.·VALENCIA, California
Clean recordGLOBAL FINANCIAL ADVISORY SERVICES, INC.
23822 VALENCIA BLVD., VALENCIA, CA 91355CRD# 2679553Firm CRD# 135234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Garelick · VALENCIA, CA
Registration
CRD #2679553 · GLOBAL FINANCIAL ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Scott Garelick is a registered financial advisor based in VALENCIA, California, affiliated with GLOBAL FINANCIAL ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
AUM
$196M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GLOBAL FINANCIAL ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2679553
Firm CRD# 135234
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Garelick offer?
David Scott Garelick specializes in Financial Planning, Investment Management. Contact their office in VALENCIA, California for a consultation.
What are David Scott Garelick's credentials?
David Scott Garelick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Garelick located?
David Scott Garelick is based in VALENCIA, California, working with GLOBAL FINANCIAL ADVISORY SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
How does David Scott Garelick charge for services?
David Scott Garelick's firm is compensated through percentage of aum, hourly charges, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL FINANCIAL ADVISORY SERVICES, INC.?
GLOBAL FINANCIAL ADVISORY SERVICES, INC. has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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