Edward A Graham

Global Wealth Management, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Global Wealth Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

83 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$231.1M

Location

4420 Route 27, Suite B, Kingston, NJ, 08528

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Global Wealth Management, LLC

May 2018 - Present · 7 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.