Christopher
Clancy

Global Wealth Strategies And Associates, LLC

CRD#7317476
Investment Advisor
in Denver, CO

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About this Advisor

Christopher Clancy is a financial advisor based in Denver, Colorado, working with Global Wealth Strategies And Associates, LLC. Christopher has previously held positions 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. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Christopher is part of Global Wealth Strategies And Associates, LLC, which operates out of Denver, Colorado. The firm has 1 office and 9 employees. The firm manages assets totaling $290.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Global Wealth Strategies And Associates, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3200 Cherry Creek South Drive Suite 280
Denver, CO 80209

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Global Wealth Strategies And Associates, LLC Brokerage Details

Total Assets Under Management

$290,545,583

CO Average: $2,349,664,866
Total Number of Employees

9

CO Average: 28
Total Number of Accounts

2,076

CO Average: 1,101
Average Account Size

$139,955

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Christopher Clancy Work History

2022 - Present (2 years)

Global Wealth Strategies And Associates, LLC

2021 - 2022 (1 year)

Fidelity Investments

2020 - 2021 (1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

Bigfoot Insurance

2019 - 2020 (1 year)

Uc-Denver

2018 - 2019 (1 year)

Brown Cycles

2017 - 2019 (2 years)

Oregon State University

2016 - 2019 (3 years)

Oregon State University

2015 - 2016 (1 year)

West Linn High School

2015 - 2016 (1 year)

Lakeside Bicycles

2013 - 2015 (2 years)

Trek Store Of Jacksonville

2012 - 2015 (3 years)

Atlantic Coast High School

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

Bradley Scoular
Denver, CO
Dominic Kay
Denver, CO
Adam Herman
Denver, CO
Michael Silva
Denver, CO
Marc Bennett
Denver, CO
David Holland
Denver, CO
Terri Hinrichs
Denver, CO
Christopher Clancy
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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