Christopher John Mc caffrey
Investment adviser representative at Global Assets Advisory, LLC
9 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 yearsFirm in business
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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.
- Portfolio management
Experience
9 years in the industry.
- Global Assets Advisory, LLCMar 2024 to now
- International Assets Investment Managements LLCMar 2024 to now
- UnemployedFeb 2024 to Feb 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 2735236
- Firm CRD
- 300460