Tyler Morales
Tyler Morales is a registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Fort Lauderdale, FL, with 4 years of industry experience. Tyler 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
Tyler is a licensed insurance agent with Guerra Financial Group since 2020, dedicating full-time hours to this role. He also owns TCAT Partners LLC, a financial services company, spending a few hours per week on this venture.
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
Previous Registrations
Guerra Advisory Services
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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