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Adam L Way

Global Wealth Strategies AND Associates, LLC

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About Adam L Way

Adam Way is a financial advisor with Global Wealth Strategies And Associates, LLC. Adam has been a registered representative since 2004 and an Investment Advisor Representative since 2012. Adam is a Certified Financial Planner™ and Chartered Financial Consultant. Adam works with both individual and business clients. Adam is also a board member of Rachel's Challenge, a non-profit organization.

Firm Information

Adam Way is currently registered with Global Wealth Strategies AND Associates, LLC. Global Wealth Strategies AND Associates, LLC is a Denver, CO-based registered investment advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and business development companies. The firm manages approximately $290,545,583 in assets for 2,076 clients. They offer services including portfolio management for individuals, financial planning, and pension consulting.
Global Wealth Strategies AND Associates, LLC

3200 CHERRY CREEK SOUTH DRIVE

DENVER, CO 80209

$290.55M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Way’s Registration & Firm History

CO

11/09/2021 - Present

Global Wealth Strategies AND Associates, LLC (DENVER CO)

CO

08/14/2017 - 10/29/2021

MML INVESTORS SERVICES, LLC (Denver CO)

CO

12/15/2014 - 10/26/2015

MML INVESTORS SERVICES, LLC (DENVER CO)

CO

02/19/2004 - 01/07/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 01/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2013

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Adam L Way. Review regulatory record here.
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