Unclaimed Profile

Edward A Graham

GLOBAL WEALTH MANAGEMENT, LLC·KINGSTON, New Jersey

Series 65Clean record8 years registeredGLOBAL WEALTH MANAGEMENT, LLC

4420 ROUTE 27, KINGSTON, NJ 08528CRD# 2473720Firm CRD# 153677

Profile Verification

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

Identity

Edward A Graham · KINGSTON, NJ

Registration

CRD #2473720 · GLOBAL WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

GLOBAL WEALTH MANAGEMENT, LLC

May 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 29, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT, LLC

CRD 153677 · SEC 801-71368

AUM

$235M

Regulatory assets under management

Employees

249 client accounts

Services offered by GLOBAL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Edward A Graham offer?

Edward A Graham specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KINGSTON, New Jersey for a consultation.

What are Edward A Graham's credentials?

Edward A Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward A Graham located?

Edward A Graham is based in KINGSTON, New Jersey, working with GLOBAL WEALTH MANAGEMENT, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.

How does Edward A Graham charge for services?

Edward A Graham'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 WEALTH MANAGEMENT, LLC?

GLOBAL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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