Shawn M. Teufel

GLOBAL TRUST WEALTH MANAGEMENT LLC | Financial Advisor

WEST PALM BEACH, FL 33401

Some features on this profile are disabled

CRD#: 6554048

Professional summary

Shawn Michael Teufel, who also goes by Shawn Michael Teufel, Shawn Teufel, is a registered financial advisor currently at GLOBAL TRUST WEALTH MANAGEMENT LLC located in West Palm Beach, Florida.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Shawn has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Michael Teufel | Shawn Teufel

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. FELLOWSHIP OF CHRISTIAN ATHLETES; NON-INVESTMENT RELATED; PALM BEACH COUNTY, FL; CHRISTIAN ATHLETE ORGANIZATION; BOARD MEMBER; 1/1/2022; 2 HOURS PER MONTH 0 DURING TRADING HOURS; ATTEND QUARTERLY BOARD MEETINGS, HELP PLAN AND MAKE DECSION ON THE DIRECTION OF THE ORGANIZATION TO FURHTER ITS EFFECT ON THE COMMUNITY. 2. INSURANCE AGENT; INVESTMENT RELATED; CITY AND STATE; INSURANCE SALES AND SERVICE; INSURANCE AGENT; START DATE 2/19; HOURS, INCLUDING DURING SECURITIES TRADING HOURS, DEPENDENT ON CLIENT NEEDS; SALES AND SERVICING OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Teufel'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

February 17, 2025 - 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

July 17, 2023 - January 17, 2025

SYKON CAPITAL LLC

RIA

CRD#: 326728

JUPITER, FL

Past

January 31, 2019 - June 5, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH GARDENS, FL

Past

January 30, 2019 - June 5, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH GARDENS, FL

Past

October 7, 2016 - October 4, 2018

MORGAN STANLEY

RIA

CRD#: 149777

FLORHAM PARK, NJ

Past

June 2, 2016 - October 4, 2018

MORGAN STANLEY

CRD#: 149777

FLORHAM PARK, NJ

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
(2/17/2025)

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 66

Date: 10/5/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2016

General Securities Representative 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Shawn M. Teufel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Teufel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYKON CAPITAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

GLOBAL TRUST WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2016

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

Contact information

Similar Advisors