Christopher
Clancy
Global Wealth Strategies And Associates, LLC
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About this Advisor
Christopher Clancy is a financial advisor working in Denver, Colorado who has 1 year of industry experience. Clancy is an employee of Global Wealth Strategies And Associates, LLC. During their career, Clancy has held roles at Fidelity Investments, Bigfoot Insurance, Uc-Denver, Brown Cycles, Oregon State University, West Linn High School, Lakeside Bicycles, Atlantic Coast High School, Trek Store Of Jacksonville and Global Wealth Strategies And Associates, LLC. Clancy maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Colorado. Global Wealth Strategies And Associates, LLC is a registered investment business that has its headquarters in Denver, CO. It handles $208 million in total assets among its 1,678 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,678 client accounts, 17% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on the type of financial services provided. Fees billed by Global Wealth Strategies And Associates, LLC may include 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
Christopher Clancy Work History
Christopher has been registered as a financial advisor for 1 years.*
Global Wealth Strategies And Associates, LLC
Fidelity Investments
Fidelity Investments
Bigfoot Insurance
Uc-Denver
Brown Cycles
Oregon State University
Oregon State University
West Linn High School
Lakeside Bicycles
Trek Store Of Jacksonville
Atlantic Coast High School
*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 Christopher Clancy 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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