Charles J. Bosanac

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY

Fort Lauderdale, FL 33301

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CRD#: 7424648

Professional summary

Charles James Bosanac, who also goes by Charles Bosanac, is a registered financial advisor currently at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. located in Fort Lauderdale, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Charles has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Bosanac

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: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:08/2021; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles James Bosanac'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

August 31, 2022 - Present

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Office #1: 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301

RIA

CRD#: 286005

Fort Lauderdale, 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 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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/31/2022)

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: 8/15/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/16/2021

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GWMIA ADV PART 2A - FIRM BROCHURE (4/29/2025)

GWMIA ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	3,062
AUM (Assets Under Management)	$ 529,098,628

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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Charles J. Bosanac

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles James Bosanac's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Primary Firm SEC Registration

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2022

SIE

Date: 6/16/2021

Current Firm

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

TRUST BUT VERIFY

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