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David Scott Garelick

GLOBAL FINANCIAL ADVISORY SERVICES, INC.·VALENCIA, California
SIE, Series 2, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredGLOBAL 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. · 24 years registered
Brand Profile
Not yet started
01

Career History

GLOBAL FINANCIAL ADVISORY SERVICES, INC.
May 2005 – present
FINANCIAL WEST GROUP
Jul 2002 – Dec 2014
VALENCIA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 2
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 2, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD 135234 · SEC 801-117677
AUM
$196M
Regulatory assets under management
Employees
5
582 client accounts
Services offered by GLOBAL FINANCIAL ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GLOBAL FINANCIAL ADVISORY SERVICES, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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