CC
Christopher G. Conness
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY
Fort Lauderdale, FL 33301
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CRD#: 4778193
CC
Professional summary
Christopher Grant Conness, who also goes by Grant C Conness, is a registered financial advisor currently at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. located in Fort Lauderdale, Florida and MADISON AVENUE SECURITIES, LLC located in Fort Lauderdale, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Grant C Conness
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.
1.) NAME: GC HOLDINGS, LLC; INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:PERSONAL BUSINESS ACCOUNT (INCOME EXPENSES); POSITION:MANAGING MEMBER; START DATE:12/01/2015; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:OWNER 2.) NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC ; INV RELATED:YES; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE AGENCY; POSITION:MANAGING DIRECTOR; START DATE:04/13/2017; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:OWNER 3.) NAME:GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY; INV RELATED:YES; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:MANAGE INVESTMENT PORTFOLIOS/SECURITIES FOR CLIENTS; POSITION:MANAGING DIRECTOR/FINANCIAL ADVISER; START DATE:02/2017; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:MANAGING DIRECTOR/FINANCIAL ADVISER (1031 EXCHANGE ADVISER, GLOBAL DEFERRED SALES TRUST & GLOBAL OPPORTUNITY ZONES ARE ALL DIVISIONS UNDER GLOBAL WEALTH MANAGEMENT). 4.) NAME: GC MARKETING GROUP; INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: PAYING OUT MARKETING EXPENSES FOR THE FINANCIAL SERVICES OFFERED, CREATED FOR TAX PURPOSES. NO INCOME TO THE ENTITY IS FROM OUTSIDE SOURCES. ; POSITION:OWNER; START DATE:12/2018; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:MANAGEMENT 5.) NAME: GLOBAL MEDICARE SOLUTIONS: INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: MEDICARE; POSITION:OWNER; START DATE:5/2022; HOURS/MONTH:1; TRADING HOURS/MONTH:1; DUTIES:MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Grant Conness's 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®
NoneExperience
Current
May 5, 2017 - Present
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Office #1: 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301RIA
CRD#: 286005
Fort Lauderdale, FL
Current
January 2, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 1301 E. Broward Blvd Suite 200, Fort Lauderdale, FL 33301Office #2: 4500 N University Drive Suite 200, Coral Springs, FL 33065Office #3: 1655 N. Commerce Pkwy Ste 101, Weston, FL 33326Office #4: 3695 Boynton Beach Blvd, Suite 9, Boynton Beach, FL 33436RIA
BD
CRD#: 23224
FORT LAUDERDALE, FL
Past
August 7, 2017 - December 8, 2023
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
Fort Lauderdale, FL
Past
November 29, 2010 - April 19, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
FT. LAUDERDALE, FL
Past
November 13, 2009 - August 8, 2017
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
FORT LAUDERDALE, FL
Past
February 13, 2008 - November 13, 2009
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
BOCA RATON, FL
Past
April 18, 2006 - February 14, 2008
COSTA FINANCIAL SECURITIES, INC.
BD
CRD#: 45039
HOLLYWOOD, FL
Past
September 3, 2004 - April 17, 2006
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
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".
GW
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC | GLOBAL WEALTH MANAGEMENT, LLC | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005 / SEC#: 801-110227
RIA
Registered Investment Advisory firm - (4/10/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/3/2025)
IAR
Florida(5/5/2017)
RR
Florida(1/3/2025)
RR
Georgia(1/6/2025)
IAR
Texas(6/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
GLOBAL WEALTH MANAGEMENT ADVISORY, LLC | GLOBAL WEALTH MANAGEMENT, LLC | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005 / SEC#: 801-110227
RIA
Registered Investment Advisory firm - (4/10/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(866) 405-1031
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,062 |
| AUM (Assets Under Management) | $ 529,098,628 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005Fort Lauderdale, FL 33301TRUST BUT VERIFY
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