RM
Raffaele Mari
GLOBAL WEALTH MANAGEMENT
Corona Del Mar, CA 92625
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CRD#: 6166118
RM
Professional summary
Raffaele Mari, CFP® is a registered financial advisor currently at GLOBAL WEALTH MANAGEMENT located in Corona Del Mar, California.
Raffaele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Raffaele has worked at 1 firm .
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.
RAFFAELE B. MARI, CPA
3334 E. COAST HWY, #101
CORONA DEL MAR, CA 92625
DIRECTOR
TAX CONSULTING SERVICES
1991 - PRESENT
25% OF TIME ACTING IN THIS CAPACITY
CRS (Client Relationship Summary) - RIA
Click below to view Raffaele Mari'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®
CFP®
Start date: 2013
Experience
Current
April 3, 2013 - Present
GLOBAL WEALTH MANAGEMENT
Office #1: 3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625RIA
CRD#: 167025
Corona Del Mar, CA
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
California(4/3/2013)
Exams
Current Firm
GW
GLOBAL WEALTH MANAGEMENT
GLOBAL WEALTH MANAGEMENT
CRD#: 167025 / SEC#:
California
Registered Investment Advisory firm - (4/3/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3334 E. Coast Hwy, #101, Corona Del Mar, CA 92625
Mailing Address
Phone number
(949) 892-7700
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 5,039,444 |
Red Flags
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