AdvisorOS Directory
Claim Profile
Unclaimed Profile
BB

Brian Joseph Brescia

GLOBAL TRUST ASSET MANAGEMENT, LLC·WEST PALM BEACH, Florida
Series 65Clean record19 years registeredGLOBAL TRUST ASSET MANAGEMENT, LLC
515 NORTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401-0347CRD# 5284683Firm CRD# 143120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Brescia · WEST PALM BEACH, FL
Registration
CRD #5284683 · GLOBAL TRUST ASSET MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

GLOBAL TRUST
Mar 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 16, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLOBAL TRUST ASSET MANAGEMENT, LLC
CRD 143120 · SEC 801-68778
AUM
$403M
Regulatory assets under management
Employees
11
710 client accounts
Services offered by GLOBAL TRUST ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GLOBAL TRUST ASSET MANAGEMENT, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Joseph Brescia offer?
Brian Joseph Brescia specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Brian Joseph Brescia's credentials?
Brian Joseph Brescia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Brescia located?
Brian Joseph Brescia is based in WEST PALM BEACH, Florida, working with GLOBAL TRUST ASSET MANAGEMENT, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Brian Joseph Brescia charge for services?
Brian Joseph Brescia'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 TRUST ASSET MANAGEMENT, LLC?
GLOBAL TRUST ASSET MANAGEMENT, LLC has approximately 11 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GLOBAL TRUST ASSET MANAGEMENT, LLC

Radha Rai
WEST PALM BEACH, FL
Alexia Georgia Varga
WEST PALM BEACH, FL

More Advisors in WEST PALM BEACH, Florida

Kristen Askin Rivers
SKYE GLOBAL MANAGEMENT LP·WEST PALM BEACH, FL
Michael J Dixon
CARL DOMINO INC.·WEST PALM BEACH, FL
Larry Norman Aft
AFT, FORSYTH AND COMPANY, INC.·WEST PALM BEACH, FL
Stephen Edward Barimo
AM GLOBAL FAMILY INVESTMENT OFFICE·WEST PALM BEACH, FL
Thomas Anthony Ruggiero
RUGGIERO INVESTMENTS, INC.·WEST PALM BEACH, FL
David Nasaniel Dreman
DREMAN VALUE MANAGEMENT, L.L.C.·WEST PALM BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile