Unclaimed Profile

Richard Jay Weiss

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida

SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 55, Series 57TO, Series 63, Series 66, Series 79TO, Series 99TOClean record23 years registeredGLOBAL ASSETS ADVISORY, LLC

111 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 2523174Firm CRD# 300460

Profile Verification

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

Identity

Richard Jay Weiss · ORLANDO, FL

Registration

CRD #2523174 · GLOBAL ASSETS ADVISORY, LLC · 23 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

Feb 2018 – present

CANTELLA & CO., INC.

Oct 2015 – Nov 2017

BOSTON, MA

INVESTORS CAPITAL ADVISORY

Jul 2004 – Oct 2015

LYNNFIELD, MA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jun 2003 – Aug 2003

BEDFORD, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 55

Series 57TO

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · June 24, 2003

Years registered · 23

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 Richard Jay Weiss offer?

Richard Jay Weiss specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Richard Jay Weiss's credentials?

Richard Jay Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Jay Weiss located?

Richard Jay Weiss 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 Richard Jay Weiss charge for services?

Richard Jay Weiss'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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