CB
Christopher Bell
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY
Fort Lauderdale, FL 33301
Some features on this profile are disabled
CRD#: 7971131
CB
Professional summary
Christopher Bell is a registered financial advisor currently at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. located in Fort Lauderdale, Florida and MADISON AVENUE SECURITIES, LLC located in Fort Lauderdale, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Christopher has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1.) Name: Global Wealth Management; Investment Related: Yes; Address: 1301 E Broward Blvd, Suite 200, Fort Lauderdale, FL 33301; Nature of the Business: Investment Advisor Firm; Position: Client Service Manager; Hours Per Week: 45 hours; Start Date: 01/2025 2.) Name: Global Wealth Management Investment Advisory; Investment Related: Yes; Address: 1301 E Broward Blvd, Suite 200, Fort Lauderdale, FL 33301; Nature of the Business: Manage Investment portfolios & securities for clients; Position: Client Service Advisor; Hours Per Week: 40-50 hours; Start Date: 01/2025 3.) Name: Running Wild; Investment Related: No; Address: 2563 E Sunrise Blvd, Fort Lauderdale, FL 33304; Nature of the Business: Clothing and Shoe Sales; Position: Sales Associate; Hours Per Week: 5-6 Hours; Start Date: 07/2018 Insurance License - FL - Life, Including Variable Annuity and Health - 0215
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Bell'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®
NoneExperience
Current
July 23, 2025 - Present
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Office #1: 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301RIA
CRD#: 286005
Fort Lauderdale, FL
Current
June 23, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 1301 E. Broward Blvd Suite 200, Fort Lauderdale, FL 33301RIA
BD
CRD#: 23224
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".
GW
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/24/2025)
IAR
Florida(7/23/2025)
RR
Indiana(6/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
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)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
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
11
SEC notice filing (16 States and Territories)
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.
Company Information
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005Fort Lauderdale, FL 33301TRUST BUT VERIFY
Monitor Christopher Bell
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
