Gregg Kleinman
Gregg Kleinman is a CFP-designated registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Fort Lauderdale, FL, with 20 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,667 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Wealth Management Investment Advisory provides asset management through a wrap fee program, where you pay a single bundled fee based on the value of your portfolio that covers transaction and custodian costs. The exact fee schedule is detailed in the firm's separate wrap fee regulatory filing.
Location
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregg is an investment advisor representative at Global Wealth Management Investment Advisory since 2015. He is also a financial advisor at Global Wealth Retirement Planning, LLC, an insurance agency focused on life, health, and annuities, since 2015, dedicating nearly full-time hours to both roles.
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Oppenheimer & CO. INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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