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Silvan Oliver Notzli

GLOBAL WEALTH MANAGEMENT, L.C.·DEERFIELD BEACH, Florida
Clean recordGLOBAL WEALTH MANAGEMENT, L.C.
625 SE 10TH STREET, DEERFIELD BEACH, FL 33441CRD# 7827676Firm CRD# 150743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Silvan Oliver Notzli · DEERFIELD BEACH, FL
Registration
CRD #7827676 · GLOBAL WEALTH MANAGEMENT, L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Silvan Oliver Notzli is a registered financial advisor based in DEERFIELD BEACH, Florida, affiliated with GLOBAL WEALTH MANAGEMENT, L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GLOBAL WEALTH MANAGEMENT, L.C.
GLOBAL WEALTH MANAGEMENT, L.C.
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GLOBAL WEALTH MANAGEMENT, L.C. →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7827676
Firm CRD# 150743
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Silvan Oliver Notzli offer?
Silvan Oliver Notzli specializes in Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD BEACH, Florida for a consultation.
What are Silvan Oliver Notzli's credentials?
Silvan Oliver Notzli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Silvan Oliver Notzli located?
Silvan Oliver Notzli is based in DEERFIELD BEACH, Florida, working with GLOBAL WEALTH MANAGEMENT, L.C.. Their office serves clients in the DEERFIELD BEACH metropolitan area and surrounding communities.
How does Silvan Oliver Notzli charge for services?
Silvan Oliver Notzli's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL WEALTH MANAGEMENT, L.C.?
GLOBAL WEALTH MANAGEMENT, L.C. has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLOBAL WEALTH MANAGEMENT, L.C.

Olaf Herr
DEERFIELD BEACH, FL
Thomas Urs Heierli
DEERFIELD BEACH, FL

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