Unclaimed Profile

Andrew Montgomery Costa

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.·FORT LAUDERDALE, Florida

SIE, Series 7, Series 66Clean record21 years registeredGLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

1301 EAST BROWARD BLVD, FORT LAUDERDALE, FL 33301CRD# 4847063Firm CRD# 286005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Montgomery Costa · FORT LAUDERDALE, FL

Registration

CRD #4847063 · GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

COSTA FINANCIAL GROUP, INC.

Feb 2005 – Mar 2008

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

CRD 286005 · SEC 801-110227

AUM

$422M

Regulatory assets under management

Employees

3,051 client accounts

Services offered by GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Montgomery Costa offer?

Andrew Montgomery Costa specializes in Financial Planning, Investment Management, Wealth Management.

What are Andrew Montgomery Costa's credentials?

Andrew Montgomery Costa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Montgomery Costa located?

Andrew Montgomery Costa is based in FORT LAUDERDALE, Florida, last registered with GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC..

How does Andrew Montgomery Costa charge for services?

Andrew Montgomery Costa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.?

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. has approximately 20 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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