Christopher Conness
Christopher Conness is a registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Fort Lauderdale, FL, with 22 years of industry experience. Christopher 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
Christopher is a managing member of GC Holdings, LLC (personal business account), Global Wealth Retirement Planning, LLC (insurance agency), and Global Wealth Management Investment Advisory (investment portfolio management). He also owns GC Marketing Group, Ballers Youth Sports Training, and Global Medicare Solutions, dedicating about 10-20% of his time to each of the marketing group, and the retirement planning businesses, minimal time to Global Medicare Solutions, a few hours per week to Ballers Youth Sports Training, and nearly full-time hours to Global Wealth Management Investment Advisory.
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLCBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Pacific West Securities, INC.Broker
Costa Financial Securities, INC.Broker
Sii Investments, INC.Broker
State Registrations2 states
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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