Christopher
Conness

Global Wealth Management Investment Advisory, Inc

CRD#4778193
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Christopher Conness is a financial advisor based out of Fort Lauderdale, Florida who has 6 years of industry experience. Conness is an employee of Global Wealth Management Investment Advisory, Inc. Their career trajectory has included roles at Gf Investment Services, LLC, Global Financial Private Capital, Global Wealth Management Investment Advisory, Inc, Global Wealth Retirement Planning, LLC and Madison Avenue Securities, LLC. Conness has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Global Wealth Management Investment Advisory, Inc is a registered investment firm that has its headquarters in Fort Lauderdale, FL. The company has a total of 18 financial advisors. It administers $331 million in assets among its 2,805 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,805 customer accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which services are provided. However, fees billed by Global Wealth Management Investment Advisory, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2810 East Oakland Park Blvd Suite 101
Fort Lauderdale, FL 33306

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Global Wealth Management Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$331,402,981

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

2,805

FL Average: 2,474
Average Account Size

$118,147

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Conness Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Global Wealth Management Investment Advisory, Inc

2017 - Present (7 years)

Madison Avenue Securities, LLC

2011 - Present (13 years)

Global Wealth Retirement Planning, LLC

2009 - 2017 (8 years)

Gf Investment Services, LLC

2009 - 2017 (8 years)

Global Financial Private Capital

*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 Conness 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 Management Investment Advisory, Inc

Charles Bosanac
Fort Lauderdale, FL
Richard Giannotti
Fort Lauderdale, FL
Amber Kelly
Fort Lauderdale, FL
David Olsen
Fort Lauderdale, FL
Christopher Conness
Fort Lauderdale, FL
Gregg Kleinman
Fort Lauderdale, FL
John Thomas
Fort Lauderdale, FL
Jessica Delareza
Fort Lauderdale, FL

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.

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