Global Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
$163M
Discretionary
$0
0% of AUM
Accounts
587
Employees
6
Advisory reps
10
Brokerage reps
6

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
  • Individuals58.23%
  • HNWI41.77%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Brokerage Services, Inc. is a corporation that operates across brokerage, registered representative, and insurance lines while also providing portfolio management for individuals and small businesses. The firm identifies as a capital allocator and conducts selection of outside advisers, combining transaction and advisory roles for individual and family clients. Fee arrangements include percentage-of-AUM billing alongside other fee types. The firm is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

3 of 10

  • Andrew Adler

    Founder and OwnerCRD 3077224

  • Thomas Johnson

    PresidentCRD 1803129

  • Jerry Murphy

    CRD 2720174

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

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