David
Garelick
Global Financial Advisory Services, Inc
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About this Advisor
David Garelick is a certified financial planner operating out of Valencia, California with 18 years of relevant experience. Garelick is on the advisory team at Global Financial Advisory Services, Inc. Over the course of their career, Garelick has held roles at Global Business Management, Financial West Group, Global Financial Advisory Services, Inc, Global Tax And Accounting and Western International Securities, Inc. Garelick maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Global Financial Advisory Services, Inc is a financial advisory firm operating out of Valencia, CA. The company has just four financial advisors. It controls $154 million in total assets between its 548 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 548 client accounts, 18% belong to high-net-worth clients who have at least $1 million in investable assets. Global Financial Advisory Services, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules are based on the services provided. However, fee types charged by Global Financial Advisory Services, Inc most likely are comprised of some combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Financial Advisory Services, Inc Brokerage Details
$154,416,374
4
548
$281,782
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Garelick Work History
David has been registered as a financial advisor for 18 years.*
Global Tax And Accounting
Global Financial Advisory Services, Inc
Global Business Management
Western International Securities, Inc
Financial West Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Garelick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Financial Advisory Services, Inc
Valencia, CA
Valencia, CA
Valencia, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
