Brian J. Brescia

GLOBAL TRUST

PALM BEACH GARDENS, FL 33408

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CRD#: 5284683

Professional summary

Brian Joseph Brescia, CFP® is a registered financial advisor currently at GLOBAL TRUST located in Palm Beach Gardens, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I AM CURRENTLY EMPLOYED AT Brescia McCluskey, LLC. THIS IS AN ACCOUNTING FIRM, WHICH IS NON INVESTMENT RELATED. THE FIRM'S ADDRESS IS 11300 US Highway 1, Suite 600, Palm Beach Gardens, FL 33408. I AM A TAX PARTNER AT THIS FIRM AND DEVOTE APPROXIMATELY 40 HOURS PER MONTH. MY START DATE AT THIS FIRM in July 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Brescia'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

March 16, 2007 - Present

GLOBAL TRUST

Office #1: 11300 U.s. Highway 1 Suite 600, Palm Beach Gardens, FL 33408

RIA

CRD#: 143120

PALM BEACH GARDENS, 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".

GLOBAL TRUST

GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD#: 143120 / SEC#: 801-68778

RIA

Registered Investment Advisory firm - (2/1/2008 Approved)

Florida

Registered Investment Advisory firm - (2/29/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/16/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/8/2007

Uniform Investment Adviser Law Examination

Current Firm

GLOBAL TRUST

GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD#: 143120 / SEC#: 801-68778

RIA

Registered Investment Advisory firm - (2/1/2008 Approved)

Florida

Registered Investment Advisory firm - (2/29/2008 Terminated)

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Contact information

Main Address

11300 U.s. Highway 1 Suite 600, Palm Beach Gardens, FL 33408

Mailing Address

Phone number

(561) 472-0191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL TRUST - PART 2A - FIRM BROCHURE 12/2024 (1/27/2025)

Regulatory assets under management

Total Number of Accounts	759
AUM (Assets Under Management)	$ 440,463,318

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/14/2025	Cover Page	Report
12/06/2023	Cover Page	Report
10/18/2022	Cover Page	Report

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.

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Brian J. Brescia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Brescia's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL TRUST

Primary Firm SEC Registration

GLOBAL TRUST

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2007

Current Firm

GLOBAL TRUST

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLOBAL TRUST

TRUST BUT VERIFY

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