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Richard James Giannotti

Global Wealth Management Investment Advisory, Inc.

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About Richard James Giannotti

Richard James Giannotti is an investment advisor representative with Global Wealth Management Investment Advisory, Inc.. Richard is a registered Investment Advisor Representative in Florida and Texas. Richard has been in the financial industry since 2014 and has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Richard also offers educational seminars to clients. Richard is a graduate of [Insert university if available] with a degree in [Insert major if available].

Firm Information

Richard Giannotti is currently registered with Global Wealth Management Investment Advisory, Inc.. Global Wealth Management Investment Advisory, Inc. is a registered investment advisor based in Fort Lauderdale, FL. With a team of 12 licensed professionals, they offer financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. They manage approximately $422 million in assets for 3,051 clients, including high net worth individuals and other individuals.
Global Wealth Management Investment Advisory, Inc.

1301 EAST BROWARD BLVD

FORT LAUDERDALE, FL 33301

$422.04M

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Richard Giannotti’s Registration & Firm History

FL

08/23/2020 - Present

Global Wealth Management Investment Advisory, Inc. (FORT LAUDERDALE FL)

FL

01/16/2018 - 12/08/2023

MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)

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Licenses & Designations

IA

Issued 04/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard James Giannotti.
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