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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-1995
- Office Locations
- 5
Office Locations
About Global Brokerage Services, Inc.
Global Brokerage Services, Inc. is a Hunt Valley, MD-based retail advisory firm providing financial planning, investment planning and portfolio construction alongside insurance and asset management. Portfolios skew heavily to ETFs and are supported on Envestnet, with custody through Hilltop Securities—useful context for product placement and platform enablement.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
THOMAS WESLEY JOHNSON
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO, President
- CRD
- #1803129
- Ownership
- 50% but less than 75%
WILLIAM BURTON SWEIGART
Director, VICE PRESIDENT
- CRD
- #2560357
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANDREW MICHAEL ADLER
Investment Advisor
- CRD
- #3077224
Jessica Marie Davis
--
- CRD
- #8158594
Meridian timber
Capital radial
- CRD
- #86565
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $137,300,000 | $244,306 |
| Total | $137,300,000 | $244,306 |
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Separately Managed Accounts
Total SMA Asset: $137,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,376,626,335 | 51.9% |
| Cash | $4,056,179,705 | 48.1% |
| Total | $8,432,806,040 | 100.0% |