Greg Straka
Investment adviser representative at Global Investment Advisory
12 yearsExperience
2 statesRegistered in
$71.8MFirm assets
2 yearsFirm in business
Are you Greg Straka? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- American Global Wealth ManagementJun 2026 to now
- Global Investment AdvisoryJun 2026 to now
- Modern Capital Management, Co.Apr 2025 to Jun 2026
- Glen Monroe State FarmOct 2024 to Apr 2025
- Safari MoversJan 2021 to Oct 2024
- Equity Services, Inc.Aug 2018 to Dec 2020
- National Financial Services GroupJul 2018 to Mar 2020
- Liberty Partners Capital Management, LLC.Mar 2016 to Aug 2018
- Liberty Partners Financial Services, LLCMar 2016 to Aug 2018
- Advisor Workspace LLCAug 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Global Investment Advisory
Legal name: Global Investment Advisory LLC
$71.8MAssets managed
182Clients
7Advisers
2 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
- 2573943
- Firm CRD
- 310305