Ronica
Sethi
Global Wealth Management, LLC
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About this Advisor
Ronica Sethi is a financial advisor who works out of Kingston, New Jersey with a total of 2 years of relevant experience. Sethi is an advisor for Global Wealth Management, LLC. Their career trajectory has included roles at Global Wealth Management, Princeton University, Princeton Internships In Civic Service, Cfo Strategies LLC, Weichert Realtors and Stay At Home Mom. Sethi maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in New Jersey. Global Wealth Management, LLC is an advisory company operating out of Kingston, NJ. The company has just four people on staff. It has $248 million in total assets across its 303 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 303 customer accounts, 48% are held by high-net-worth investors who have more than $1 million in assets. Global Wealth Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Global Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Management, LLC Brokerage Details
$248,014,284
4
303
$818,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ronica Sethi Work History
Ronica has been registered as a financial advisor for 2 years.*
Global Wealth Management
Weichert Realtors
Cfo Strategies LLC
Princeton University
Princeton University
Stay At Home Mom
Princeton Internships In Civic Service
Stay At Home Mom
*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 Ronica Sethi 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
Kingston, NJ
Kingston, NJ
Kingston, NJ
Kingston, NJ
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