Unclaimed Profile

David S Weinberger

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida

SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 66, Series 99TOClean record19 years registeredGLOBAL ASSETS ADVISORY, LLC

111 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 2676116Firm CRD# 300460

Profile Verification

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

Identity

David S Weinberger · ORLANDO, FL

Registration

CRD #2676116 · GLOBAL ASSETS ADVISORY, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BHS FINANCIAL, LLC

Sep 2025 – present

INTERNATIONAL ASSETS ADVISORY, LLC

Jul 2020 – present

GLOBAL ASSETS ADVISORY, LLC

May 2019 – present

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jul 2015 – present

TACTICAL INVESTMENT STRATEGIES LLC

Oct 2016 – Mar 2023

ORLANDO, FL

GUNNALLEN FINANCIAL, INC

Feb 2007 – Oct 2009

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 66

Series 99TO

Registration record

First registered · February 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL ASSETS ADVISORY, LLC

CRD 300460 · SEC 801-114946

AUM

$303M

Regulatory assets under management

Employees

1,662 client accounts

Services offered by GLOBAL ASSETS ADVISORY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GLOBAL ASSETS ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does David S Weinberger offer?

David S Weinberger specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are David S Weinberger's credentials?

David S Weinberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David S Weinberger located?

David S Weinberger is based in ORLANDO, Florida, working with GLOBAL ASSETS ADVISORY, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does David S Weinberger charge for services?

David S Weinberger'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 ASSETS ADVISORY, LLC?

GLOBAL ASSETS ADVISORY, LLC has approximately 21 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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