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Edward Richard Cofrancesco

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida
SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 63, Series 72, Series 99TOClean recordGLOBAL ASSETS ADVISORY, LLC
111 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 2305035Firm CRD# 300460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Richard Cofrancesco · ORLANDO, FL
Registration
CRD #2305035 · GLOBAL ASSETS ADVISORY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 8
Series 9
Series 10
Series 24
Series 55
Series 57TO
Series 63
Series 72
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL ASSETS ADVISORY, LLC
CRD 300460 · SEC 801-114946
AUM
$303M
Regulatory assets under management
Employees
21
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 Edward Richard Cofrancesco offer?
Edward Richard Cofrancesco specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.
What are Edward Richard Cofrancesco's credentials?
Edward Richard Cofrancesco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Richard Cofrancesco located?
Edward Richard Cofrancesco 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 Edward Richard Cofrancesco charge for services?
Edward Richard Cofrancesco'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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Other Advisors at GLOBAL ASSETS ADVISORY, LLC

Matthew Edward Lampman
ORLANDO, FL
Jeffrey Gerald Winn
ORLANDO, FL
David S Weinberger
ORLANDO, FL
Richard Jay Weiss
ORLANDO, FL

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