GLOBAL BROKERAGE SERVICES, INC.

Broker-DealerFINRA MemberEst. 2024

Total AUM

$137M

Discretionary

$0

0% of AUM

Accounts

562

Employees

5

Advisory reps

10

Brokerage reps

5

Firm details

Headquarters: HUNT VALLEY, Maryland
CRD number: 37505
Registered since: October 10, 2024
Website: www.globalbrokers.net
Custodians: HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals61.4%
HNWI38.6%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Brokerage Services, Inc. operates as a corporation and is registered with the SEC since 2024. The firm primarily serves individual and family clients, offering a range of services that include portfolio management for individuals and small businesses, as well as the selection of other advisers. While the firm does not actively engage in ESG investing, it functions as a capital allocator and is involved in various business activities such as broker-dealer services and insurance brokerage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents4%

Contacts

3 of 10

JERRY MURPHY
CRD 2720174
ROBERT PEET
Financial ProfessionalCRD 1180954
PATRICK HALL
EmployeeCRD 1868584

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: BALTIMORE
Address: 11350 McCormick Rd
Time zone: ET (UTC-5)
Office locations

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