Richard
Giannotti

Global Wealth Management Investment Advisory, Inc

CRD#6482048
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Richard Giannotti is a financial advisor based out of Fort Lauderdale, Florida who has 6 years of industry experience. Giannotti is on the advisory team at Global Wealth Management Investment Advisory, Inc. Giannotti has gained experience at St. Thomas Aquinas Hs, Global Wealth Retirement Planning LLC, Global Financial Private Capital, LLC, Global Wealth Management Investment Advisory, Inc and Madison Avenue Securities, LLC. Giannotti maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Florida and Texas. Global Wealth Management Investment Advisory, Inc is a financial advisory company operating out of Fort Lauderdale, FL. The investment advisory business has a total of 18 financial advisors. It administers $331 million in assets among its 2,805 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,805 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a broad array 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. Fees for financial advice largely depend on the type of services. However, fees billed by Global Wealth Management Investment Advisory, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

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

Richard Giannotti Work History

Richard 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

2014 - Present (10 years)

Global Wealth Retirement Planning LLC

2015 - 2017 (2 years)

Global Financial Private Capital, LLC

2012 - 2014 (2 years)

St. Thomas Aquinas Hs

*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 Richard Giannotti 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

Richard Giannotti
Fort Lauderdale, FL
Charles Bosanac
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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