Edward Reese Brooks
Investment adviser representative at Global Investment Advisory
32 yearsExperience
5 statesRegistered in
$71.8MFirm assets
2 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Global Investment AdvisoryMar 2026 to now
- American Global Wealth ManagementJan 2026 to now
- Cape Securities IncAug 2010 to now
- Self EmployedJul 1997 to now
- Stratford GroupSep 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, SC, TX).
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
- 3201418
- Firm CRD
- 310305