Adam
Way
Global Wealth Strategies And Associates, LLC
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About this Advisor
Adam Way is a certified financial planner and chartered financial consultant working in Denver, Colorado with 2 years of industry experience. Way is currently employed by Global Wealth Strategies And Associates, LLC. During their career, Way has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Massmutual Life Insurance Company, Mml Investors Services LLC, Mml Investors Services and Global Wealth Strategies And Associates, LLC. Way has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Global Wealth Strategies And Associates, LLC is a registered investment firm that has its headquarters in Denver, CO. It handles $208 million in total assets among its 1,678 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,678 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. Global Wealth Strategies And Associates, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which service is offered. However, fee types billed by Global Wealth Strategies And Associates, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Strategies And Associates, LLC Brokerage Details
$207,926,584
11
1,678
$123,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Adam Way Work History
Adam has been registered as a financial advisor for 2 years.*
Global Wealth Strategies And Associates, LLC
Mml Investors Services
Massmutual Life Insurance Company
Mml Investors Services LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 Adam Way 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 Wealth Strategies And Associates, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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.
