Unclaimed Profile

Radha Rai

GLOBAL TRUST ASSET MANAGEMENT, LLC·WEST PALM BEACH, Florida

SIE, Series 7, Series 9, Series 66Clean record14 years registeredGLOBAL TRUST ASSET MANAGEMENT, LLC

515 NORTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401-0347CRD# 6022922Firm CRD# 143120

Profile Verification

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

Identity

Radha Rai · WEST PALM BEACH, FL

Registration

CRD #6022922 · GLOBAL TRUST ASSET MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL TRUST ASSET MANAGEMENT, LLC

LADENBURG THALMANN ASSET MANAGEMENT INC

Oct 2015 – Feb 2018

WESTHAMPTON BEACH, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2012 – May 2015

SOUTHAMPTON, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 66

Registration record

First registered · July 5, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD 143120 · SEC 801-68778

AUM

$403M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Radha Rai offer?

Radha Rai specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Radha Rai's credentials?

Radha Rai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Radha Rai located?

Radha Rai is based in WEST PALM BEACH, Florida, last registered with GLOBAL TRUST ASSET MANAGEMENT, LLC.

How does Radha Rai charge for services?

Radha Rai'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.

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