AdvisorOS Directory
Claim Profile
Unclaimed Profile
SU

Susan Elizabeth Unvarsky

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut
SIE, Series 7, Series 24, Series 63Clean recordGLOBAL PORTFOLIO STRATEGIES, INC.
C/O PRUDENTIAL FINANCIAL, HARTFORD, CT 06103CRD# 2925588Firm CRD# 105812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Elizabeth Unvarsky · HARTFORD, CT
Registration
CRD #2925588 · GLOBAL PORTFOLIO STRATEGIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL PORTFOLIO STRATEGIES, INC.
CRD 105812 · SEC 801-16664
AUM
$1.7B
Regulatory assets under management
Employees
32
285 client accounts
Services offered by GLOBAL PORTFOLIO STRATEGIES, INC.
Per Form ADV
Selection of other advisers
Security ratings or pricing services
Other
View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →
Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HARTFORD?

Browse all registered financial advisors in HARTFORD, Connecticut or claim this profile if it's yours.

Browse HARTFORD AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Susan Elizabeth Unvarsky offer?
Susan Elizabeth Unvarsky specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Susan Elizabeth Unvarsky's credentials?
Susan Elizabeth Unvarsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Elizabeth Unvarsky located?
Susan Elizabeth Unvarsky is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Susan Elizabeth Unvarsky charge for services?
Susan Elizabeth Unvarsky's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL PORTFOLIO STRATEGIES, INC.?
GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GLOBAL PORTFOLIO STRATEGIES, INC.

Snezana Zlatar
HARTFORD, CT
Vincent Anthony Grillo
HARTFORD, CT
Jill Spencer Honeycomb
HARTFORD, CT
Dean Michael Molinaro
HARTFORD, CT
Harry Arthur Dalessio
HARTFORD, CT
Peter Jozef Puzio
HARTFORD, CT

More Advisors in HARTFORD, Connecticut

Matthew G Johnson
UBS REALTY INVESTORS LLC·HARTFORD, CT
Cameron Horatio Burns
BRADLEY FOSTER & SARGENT INC·HARTFORD, CT
Thomas James O'shea
UBS REALTY INVESTORS LLC·HARTFORD, CT
Galan George Daukas
BRADLEY FOSTER & SARGENT INC·HARTFORD, CT
CFPCFA
David Paul Korzendorfer
BRADLEY FOSTER & SARGENT INC·HARTFORD, CT
Bradley Alan Geissbuhler
GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile