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Christopher Grant Conness

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.·FORT LAUDERDALE, Florida
SIE, Series 7, Series 63, Series 65Clean record15 years registeredGLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
1301 EAST BROWARD BLVD, FORT LAUDERDALE, FL 33301CRD# 4778193Firm CRD# 286005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Grant Conness · FORT LAUDERDALE, FL
Registration
CRD #4778193 · GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
May 2017 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Nov 2010 – Apr 2018
FT. LAUDERDALE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 29, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD 286005 · SEC 801-110227
AUM
$422M
Regulatory assets under management
Employees
20
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 Christopher Grant Conness offer?
Christopher Grant Conness specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Christopher Grant Conness's credentials?
Christopher Grant Conness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Grant Conness located?
Christopher Grant Conness is based in FORT LAUDERDALE, Florida, working with GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Christopher Grant Conness charge for services?
Christopher Grant Conness'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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John Stanley Thomas
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