Dominic
Kay

Global Wealth Strategies And Associates, LLC

CRD#6721922
Investment Advisor
in Denver, CO

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About this Advisor

Dominic Kay is a financial advisor based in Denver, Colorado, working with Global Wealth Strategies And Associates, LLC. Dominic has previously held positions at Global Wealth Strategies & Associates, LLC, Skybound Wealth Management, St. James's Place Wealth Management, Rightirement Wealth Partners, Dentons Pensions, and Aviva. Dominic has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Dominic 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 65

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

Dominic Kay Work History

2024 - Present (0 year)

Global Wealth Strategies & Associates, LLC

2023 - Present (1 year)

N/A

2020 - 2023 (3 years)

Skybound Wealth Management

2018 - 2020 (2 years)

St. James'S Place Wealth Management

2016 - 2018 (2 years)

Rightirement Wealth Partners

2015 - 2016 (1 year)

Dentons Pensions

2013 - 2015 (2 years)

Aviva

Disclosures

Please visit the SEC profile of Dominic Kay 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

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