Thomas
Molosky

Global Value Investment Corporation

CRD#5950159
Investment Advisor
in Milwaukee, WI

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About this Advisor

Thomas Molosky is a financial advisor based in Milwaukee, Wisconsin, working with Global Value Investment Corporation. Thomas has previously held positions at Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt), J.P. Morgan Securities LLC, and Jpmorgan Chase Bank Na. Thomas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Thomas is part of Global Value Investment Corporation, which operates out of Milwaukee, Wisconsin. The firm has 5 offices and 8 employees. The firm manages assets totaling $171.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Global Value Investment Corporation includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1433 N Water Street Suite 400
Milwaukee, WI 53202

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Global Value Investment Corporation Brokerage Details

Total Assets Under Management

$171,075,331

WI Average: $2,826,565,184
Total Number of Employees

8

WI Average: 43
Total Number of Accounts

444

WI Average: 1,898
Average Account Size

$385,305

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Thomas Molosky Work History

2014 - Present (11 years)

Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt

2011 - 2014 (3 years)

J.P. Morgan Securities LLC

2011 - 2014 (3 years)

Jpmorgan Chase Bank Na

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Molosky 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 Value Investment Corporation

James Geygan
Princeton, NJ
Thomas Molosky
Milwaukee, WI
Malcolm Maclaren
Milwaukee, WI
Jeffrey Geygan
Milwaukee, WI

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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