Stephen Michael Fedak
Investment adviser representative at Global Financial Private Client
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$828.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Global Financial Private ClientDec 2007 to now
- J.W. Cole Financial, Inc.Apr 2019 to Dec 2022
- Gf Investment Services, LLCAug 2005 to Apr 2019
- Global Financial Advisory, Inc.Jul 2004 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Financial Private Client
Legal name: Global Financial Private Client, LLC
$828.3MAssets managed
140Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124519
- Firm CRD
- 290006