Edward
Graham

Global Wealth Management, LLC

CRD#2473720
Investment Advisor
in Kingston, NJ

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About this Advisor

Edward Graham is a financial advisor based in Kingston, New Jersey, working with Global Wealth Management, LLC. Edward has previously held positions at Graham Capital Management, Inc, Princeton International Properties, Inc, and Global Wealth Management, LLC. Edward has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Edward is part of Global Wealth Management, LLC, which operates out of Kingston, New Jersey. The firm has 3 employees and manages assets totaling $234.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Global Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4420 Route 27 Suite B
Kingston, NJ 08528

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Global Wealth Management, LLC Brokerage Details

Total Assets Under Management

$234,796,634

NJ Average: $10,121,009,343
Total Number of Employees

3

NJ Average: 92
Total Number of Accounts

249

NJ Average: 6,978
Average Account Size

$942,958

NJ Average: $1,450,417

Investment Advisory Services

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

Edward Graham Work History

2018 - Present (7 years)

Global Wealth Management, LLC

2010 - Present (15 years)

Princeton International Properties, Inc

1997 - Present (28 years)

Graham Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Edward Graham 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, LLC

Sripat Pandey
Kingston, NJ
Ronica Sethi
Kingston, NJ
Edward Graham
Kingston, NJ

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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