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Silvan Oliver Notzli

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

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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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
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7827676
Firm CRD# 150743
No disclosures on file
View on FINRA BrokerCheck →

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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 in DEERFIELD BEACH
Anthony Carmen Caruso — CARUSO AND COMPANY, P.A.Jay Lesing Shein — COMPASS FINANCIAL GROUP, INC.Blair Charles Shein — COMPASS FINANCIAL GROUP, INC.Val Shein — COMPASS FINANCIAL GROUP, INC.Thomas Urs Heierli — GLOBAL WEALTH MANAGEMENT, L.C.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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