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RC

Robert S. Condon

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CRD#: 823679
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Stiles Condon, who also goes by Bob Condon, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1976. Robert had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Condon

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 19, 2021 - June 23, 2021

GLOBAL ASSETS ADVISORY, LLC

RIA
CRD#: 300460
LAFAYETTE, CA
Past

November 17, 2020 - January 19, 2021

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
LAFAYETTE, CA
Past

November 17, 2020 - June 23, 2021

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
LAFAYETTE, CA
Past

January 4, 2008 - November 18, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Lafayette, CA
Past

January 2, 2008 - November 18, 2020

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Lafayette, CA
Past

December 15, 1997 - December 31, 2007

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
BERKELEY, CA
Past

August 8, 1994 - December 31, 2007

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
BERKELEY, CA
Past

January 13, 1993 - August 19, 1994

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

April 11, 1990 - December 31, 1992

PATTERSON FINANCIAL SERVICES, INC.

BD
CRD#: 10368
LAFAYETTE, CA
Past

April 1, 1985 - June 27, 1989

LIQUIDITY FINANCIAL ADVISORS, INC

BD
CRD#: 8436
EMERYVILLE, CA
Past

May 16, 1983 - June 5, 1984

LANDSING CAPITAL CORPORATION

BD
CRD#: 7287
Past

October 2, 1978 - January 12, 1987

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

June 24, 1976 - October 23, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/4/2003
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/27/1985
General Securities Principal Examination

Current Firm


GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)
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Contact information


Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GAA ADV PART 2A 3.25.2025 (3/26/2025)

Regulatory assets under management


Total Number of Accounts2,213
AUM (Assets Under Management)$ 338,145,734

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 ASSETS ADVISORY, LLC

CRD#: 300460

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