Benjamin
Zamojski

Global Assets Advisory, LLC

CRD#6738764
Investment Advisor
in Merrillville, IN

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About this Advisor

Benjamin Zamojski is a financial advisor working out of Merrillville, Indiana with 3 years of relevant experience. Zamojski is an employee of Global Assets Advisory, LLC. Throughout their career, they have worked at Western & Southern Life, W&S Brokerage Services, Gk Services, Swanel Beverage, Triad Advisors LLC, Shipt, Grace Capital Management, LLC, Assurance Life Insurance, International Assets Advisory, LLC and Global Assets Advisory, LLC. Zamojski has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Global Assets Advisory, LLC is a firm operating out of Orlando, FL. The firm has offices in 13 locations and a total of 20 people on staff. It has $252 million in total assets across its 1,377 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,377 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Global Assets Advisory, LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the type of services offered. However, fees charged by Global Assets Advisory, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

200 East 80Th Place #200
Merrillville, IN 46410

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Global Assets Advisory, LLC Brokerage Details

Total Assets Under Management

$252,058,519

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

20

IN Average: 62
Total Number of Accounts

1,377

IN Average: 2,474
Average Account Size

$183,049

IN Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Benjamin Zamojski Work History

Benjamin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

International Assets Advisory, LLC

2020 - Present (4 years)

Global Assets Advisory, LLC

2018 - Present (6 years)

Shipt

2020 - 2020 (< 1 year)

Grace Capital Management, LLC

2019 - 2020 (1 year)

Triad Advisors LLC

2019 - 2019 (< 1 year)

Assurance Life Insurance

2016 - 2018 (2 years)

Western & Southern Life

2016 - 2018 (2 years)

W&S Brokerage Services

2015 - 2016 (1 year)

Gk Services

2000 - 2015 (15 years)

Swanel Beverage

*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 Benjamin Zamojski 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 Assets Advisory, LLC

David Lloyd
Orlando, FL
Timothy Rigsby
Merrillville, IN
Laurna Hart James
Baton Rouge, LA
Jay Jensen
Orlando, FL
Ian James
Bridge City, TX
Amy Yost
Kamas, UT
Benjamin Zamojski
Merrillville, IN
Alan Hansen
Kamas, UT

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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