Ryan M. Shore

GLOBAL TRUST WEALTH MANAGEMENT LLC

WEST PALM BEACH, FL 33401

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CRD#: 6161584

Professional summary

Ryan Michael Shore, CFP® is a registered financial advisor currently at GLOBAL TRUST WEALTH MANAGEMENT LLC located in West Palm Beach, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 2 firms 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 NOWLEN, HOLT & MINER, P.A. THIS IS AN ACCOUNTING FIRM, WHICH IS NON INVESTMENT RELATED. THE FIRM'S ADDRESS IS 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FLORIDA 33401. I AM A CPA AT THIS FIRM AND DEVOTE APPROXIMATELY 120 HOURS PER MONTH. MY START DATE AT THIS FIRM WAS OCTOBER 2011.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Shore'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: 2014

Experience

Current

November 15, 2024 - Present

GLOBAL TRUST WEALTH MANAGEMENT LLC

Office #1: 515 N. Flagler Drive Ste 1700, West Palm Beach, FL 33401

RIA

CRD#: 333458

WEST PALM BEACH, FL

Past

March 26, 2013 - December 31, 2024

GLOBAL TRUST

RIA

CRD#: 143120

WEST 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".

GLOBAL TRUST WEALTH MANAGEMENT LLC

GLOBAL TRUST WEALTH | GLOBAL TRUST WEALTH MANAGEMENT LLC

CRD#: 333458 / SEC#: 801-131384

RIA

Registered Investment Advisory firm - (11/4/2024 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
(11/15/2024)

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: 3/4/2013

Uniform Investment Adviser Law Examination

Current Firm

GLOBAL TRUST WEALTH MANAGEMENT LLC

GLOBAL TRUST WEALTH | GLOBAL TRUST WEALTH MANAGEMENT LLC

CRD#: 333458 / SEC#: 801-131384

RIA

Registered Investment Advisory firm - (11/4/2024 Approved)

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Contact information

Main Address

515 N. Flagler Drive Ste 1700, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 207-9696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL TRUST WEALTH MANAGEMENT LLC ADV PART 2 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 207,248,417

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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Ryan M. Shore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Shore's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL TRUST WEALTH MANAGEMENT LLC

GLOBAL TRUST

Primary Firm SEC Registration

GLOBAL TRUST WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2013

Current Firm

GLOBAL TRUST WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL TRUST WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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