Global Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2024

Total AUM

$137M

Discretionary

$0

0% of AUM

Accounts

562

Employees

5

Advisory reps

10

Brokerage reps

5

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 37505
Registered since: October 10, 2024
Website: www.globalbrokers.net
Custodians: HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals61.4%
HNWI38.6%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Brokerage Services, Inc. is a corporation that functions as both a capital allocator and a broker-dealer/insurance broker serving individual and family clients. The firm provides portfolio management for individuals and small businesses and performs selection-of-other-advisers work, and it also maintains registered representative activity. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The organization is owner-operated and became SEC-registered in 2024. It is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents4%

Contacts

3 of 10

Jerry Murphy
CRD 2720174
Robert Peet
Financial ProfessionalCRD 1180954
Patrick Hall
EmployeeCRD 1868584

Unlock 7 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore
Address: 11350 Mc Cormick Rd
Time zone: ET (UTC-5)
Office locations

Similar firms

Chapin Davis Asset Management

Baltimore, MD

AUM $643MTEAM 26REPS 25

Capital Portfolio Management, Inc.

Timonium, MD

AUM $16.7MTEAM 1REPS 15

Washington Securities Corporation

Chevy Chase, MD

AUM $7MTEAM 10REPS 8

Founders Financial Securities, LLC

Towson, MD

AUM $4.1BTEAM 139REPS 132

Harbor Investment Advisory, LLC

Lutherville, MD

AUM $6.9BTEAM 35REPS 33

Ullico Investment Company, LLC

Bethesda, MD

More Broker-Dealers in Hunt Valley →All Maryland Broker-Dealers →