David Scott Garelick
Investment adviser representative at Global Financial Advisory Services, Inc.
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$259.3MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Global Tax and AccountingMar 1999 to now
- Global Financial Advisory Services, Inc.Jan 1997 to now
- Global Business ManagementMay 1987 to now
- Western International Securities, Inc.Aug 2017 to Jan 2018
- Financial West GroupFeb 1997 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Global Financial Advisory Services, Inc.
$259.3MAssets managed
296Clients
3Advisers
6 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
- 2679553
- Firm CRD
- 135234