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Peter N. Scholla

GLOBAL INVESTMENT ADVISER LC
PALM BEACH, FL 33480
Some features on this profile are disabled
CRD#: 2365167
PS

Professional summary

Peter Nmn Scholla, who also goes by Peter Scholla, is a registered financial advisor currently at GLOBAL INVESTMENT ADVISER LC located in Palm Beach, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Peter has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Scholla

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Nmn Scholla's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 31, 1995 - Present

GLOBAL INVESTMENT ADVISER LC

Office #1: Suite 201 140 Royal Palm Way, Palm Beach, FL 33480
RIA
CRD#: 105862
PALM BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GI
GLOBAL INVESTMENT ADVISER LC
GLOBAL INVESTMENT ADVISER LC

CRD#: 105862 / SEC#: 801-47774

RIA
Registered Investment Advisory firm - (11/10/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/31/1995)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/20/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 11/18/1994
Non-Member General Securities Examination

Current Firm

GI
GLOBAL INVESTMENT ADVISER LC
GLOBAL INVESTMENT ADVISER LC

CRD#: 105862 / SEC#: 801-47774

RIA
Registered Investment Advisory firm - (11/10/1994 Approved)
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Contact information

Main Address
533 Greenway Drive, North Palm Beach, FL 33408
Mailing Address
Phone number
(561) 881-9688
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLOBAL INVESTMENT ADVISER FORM ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 276,417,743

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GLOBAL INVESTMENT ADVISER LC

CRD#: 105862Palm Beach, FL 33480

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